We are value investors looking for promising, profitable, mid-to-large capitalization companies.

We believe in our fiduciary responsibility to clients as the basis for all investment decisions.

We believe that greed and fear are the ruin of many investors, and we combat them with unemotional discipline, hard work, and an emphasis on honest intellectual inquiry.

We believe long-term returns are generated by identifying the difference between the value of an asset and its price. Identifying this difference requires a combination of “art” and “science” – of intuition developed from experience as well as rigorous systematic analysis.

We believe that clients are best served by companies that preserve a healthy culture.