"We invest in companies we deem to be well-managed,
financially powerful and attractively priced.”

Investment Approach

Long-term, classic value investors since 1992, dedicated to the preservation and growth of our clients' assets over the long term and exceptional client service.

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A team of 4 investment professionals

  • 27 years average experience
  • 106 years combined
  • All 4 investment professionals hold MBA's and are CFA charterholders

Meet the Team