Why Choose Us?
Performance-Driven Solutions*
- Our Portfolio Management Team has delivered consistently strong performance in managed accounts for more than a decade
- Institutional quality approached designed to perform under various market conditions
Strong Risk Management
- Highly experienced risk managers who actively manage portfolio risks and continuously adjust to new conditions
- Appropriate diversification with distinctive sources of sustainable returns via security selection
- Hedging tools
Fundamental Value Approach
- We seek opportunities at "discounts" based on market dislocations caused by factors such as market structure inefficiencies, investors herding, and misunderstood businesses
- We look for value across a range of sectors, sizes, and asset classes
Independence
- We believe independence is key to investment performance and drives our ability to act as responsible fiduciaries
- We are unaffiliated with any large network and conduct our own research
- We do not rely on any off-the-shelf generic models or costly in-house proprietary mutual funds
Transparency and Liquidity
- We invest in only publicly traded instruments with sufficient daily liquidity
- Investors can access all account information online 24/7 on user friendly commercial systems
- We love to discuss our investments with clients; we strive for engagement and knowledge sharing
Simple
Terms
- A straightforward fee approach with simple contract terms
- Performance fee structure available upon request
- Easy account transfer process
- Low frictional costs (e.g., no hidden sales fees, multiple fee-structures, etc.)