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About Philosophy Process Long/Short Strategy Competitive Differentiation Contact

Objective, Independent Research:

Our stock selections are based on fundamental, bottom–up stock picking. We have no ties to large, sell–side equity research or investment banking units.

Fee–only Compensation:

We are compensated based on assets under management. We do not charge commissions, which may encourage unnecessary trading, and we do not receive sales incentives or bonuses to favor certain products over others.

Personal Focus and Attention:

We respect and value our relationship and your trust. Expect us to address your questions and concerns quickly and directly.

Customized Solutions:

Your account will reflect a strategy tailored to your unique needs and circumstances.


We strive to make the investment process clear and straight–forward. Your account and all of its positions will be available for your review online.


We seek good ideas wherever they may be. We are not confined to a particular investment style, unlike many funds and money managers.