COMPANY
About Us
believes that many investments tend to adhere to a cycle. Below, for example, is a representation of the maturity, adoption, and social application of a specific technology. In many cases, we generally consider entering an investment after the peak of inflated expectations has passed and the investment community has become disillusioned. Our expectation at that point is that traditional value metrics may produce a positive return in the long term when other market participants subsequently re-discover the original investment thesis.
COMPANY
Learn About Our Investment Services
Our firm manages investments for individuals and families, businesses, and non-profit organizations. We apply a comprehensive, rigorous, approach and balance this with independent research and insight.
Meet Our Investment Team
We take great pride in our heritage of being both entrepreneurs and investment professionals. Our management team members collectively have over 100 years of business experience extending across multiple generations, complementary backgrounds, and diverse perspectives on asset management.
Explore Our Investment Approach
The Value and Growth-at-a-Reasonable-Price styles of investing are the cornerstone of our investment approach. While global markets oscillate, we endeavor to produce exceptional long-term investment returns.