Value Investing. Two Approaches, One Goal.

We offer clients two separate but complementary investment approaches to meet their specific objectives. Both focus on using bottom-up fundamental analysis to uncover market inefficiencies that we believe may lead to significant, long-term appreciation.

Value Approach

In our pioneering approach to value investing, we focus on companies moving through complex change to unlock hidden value. We seek to identify market inefficiencies and catalysts for value creation such as restructuring, marketplace shifts and ownership and operational changes.

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Dividend Value Approach

We believe dividends reflect a company’s financial health. By focusing on dividend-paying companies, we seek to mitigate the volatility typically associated with small- and mid-cap equities. With this focus and our attention to valuation, our portfolios are built to capture growth while attempting to provide some degree of downside market protection.

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