Investment Approach

Our team of portfolio managers and investment analysts evaluate investment opportunities by performing proprietary fundamental analysis,including company visits and communication with Wall Street analysts. 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.

Equity Approach – We focus on identifying and investing in consistent growth companies at reasonable prices, which we expect to drive above average total returns for several years. These companies typically possess the following characteristics:

  • Sustainable competitive advantage
  • Track record of consistent EPS growth
  • Leader within a growth industry
  • Strong balance sheet
  • Experienced and proven management team
Fixed Income Approach – We focus on identifying and investing in companies with investment grade rated debt to avoid excessive credit risk. We strive to avoid excess interest rate risk and reinvestment risk through duration management and look to maintain adequate liquidity to ensure flexibility.

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