We seek to invest in attractively-valued companies while prioritizing earnings quality, strong capital structures, and sustainable long-term profit growth. All portfolios are invested using this fundamental process which aims to generate attractive long-term returns while limiting the incidence and magnitude of losses. Our strategies give us the flexibility to “go where value leads,” and our portfolios frequently look different than their respective benchmarks. We currently offer three portfolios which are differentiated by the target market capitalization of investments.

All-Cap
Large-Cap
Mid-Cap