Research Discipline

Unique to a firm of our size, our team includes three dedicated, senior research professionals. The research process and that of our portfolio managers is sophisticated and pragmatic, drawing on both fundamental and technical research. Having this expertise in-house provides us with the confidence to challenge the consensus.

Continually, our research evaluates the global and domestic economic, financial and political landscapes and reevaluates the risks in the equity and fixed income markets. Critical to this analysis is the distinction between short-term aberrations and longer-term trends.

Having this expertise in-house provides us with the confidence to challenge the consensus.

Drawing on our experience, our independent research, other professional research, individual company filings and robust screening resources, we identify new investment opportunities and track the progress of current equity holdings. Fixed income opportunities include domestic and international, taxable and tax exempt, government and corporate securities. Recommendations result after a thorough analysis of current economic and interest rate forecasts, the slope of the yield curves, credit spreads and duration return choices. Contact us today for more information.

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