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

Investment Approach

  • Long-term, classic value investors since 1992
  • Independent ownership, research and mindset with a mission to preserve and grow its investors capital
  • Exceptional client service

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A team of 4 investment professionals

  • Seasoned investment professionals who meet our cultural standards and share our investment philosophy
  • Nearly one hundred years of combined investment experience
  • Investment professionals hold MBA's, are CFA charterholders and are members of the CFA Institute

Meet the Team