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Inspired by pioneers of value investing — Benjamin Graham, and more recently, Warren Buffett — we believe that building portfolios of undervalued companies will generate competitive, long-term results and high alpha for our clients. Employing a concentrated, contrarian approach, we are committed to investing in 35 to 50 companies in which we believe there is long-lasting unrecognized value.

Ask for me tomorrow, and you shall find me a grave man

Mercutio

Inspired by pioneers of value investing — Benjamin Graham, and more recently, Warren Buffett — we believe that building portfolios of undervalued companies will generate competitive, long-term results and high alpha for our clients. Employing a concentrated, contrarian approach, we are committed to investing in 35 to 50 companies in which we believe there is long-lasting unrecognized value.

A List

Our approach tends to enjoy its best performance during the mid- and late-cycles of economic growth marked by a normalized environment and high quality investments recapturing their competitive positions. Markets are inherently cyclical, and we are committed to ensuring that our clients’ portfolios are especially rewarded when value investing is in favor, while consistently managing portfolio risk.

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