Overview

Our long-term, value-oriented investment philosophy remains unchanged since the founding of our Firm in 1994. The Firm’s independent research is the cornerstone of our investment process; to know us is to know our research.  Our research team—analysts and portfolio managers alike—looks for investment opportunities in all sectors of the market and across the capital structure.

Investment Philosophy

Our fundamental investment approach seeks to capitalize on the long-term price inefficiencies that can be created by the collective, short-term focus of the markets.

Predictive Attributes

We believe dynamic unconventional thinking is required to find successful long-term investments. Therefore, our investment team avoids relying solely on conventional descriptive attributes and places greater emphasis on predictive attributes that are verifiable but not always readily quantifiable.