Investment Philosophy

Our team of portfolio managers and investment analysts evaluate investment opportunities by performing internal, proprietary fundamental analysis including company visits and analyzing Wall Street research. By limiting the number of client relationships, our portfolio managers deliver an exceptional level of customer service while also performing research to discover new investment ideas.

Our core companies typically possess the following characteristics:

  • Track record of consistent EPS growth
  • Experienced and proven management team
  • Strong balance sheet and free cash flow
  • Leader within a growth industry
  • Attractive valuation
  • Potential for above-average earnings and free cash flow growth

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