Philosophy Built On Value Investing

Firm Philosophy Trade Room

We follow a fundamentally sound, value-oriented investment discipline as we employ rigorous quantitative research along with thorough, independent, qualitative fundamental analysis. Our investment philosophy has been in place since our founding and has endured, regardless of the prevailing economic or market climate.

We focus primarily on identifying pricing discrepancies, earnings potential and unrecognized value among companies that typically boast market leading positions, superior financial quality, and durable competitive advantages. From there, we strive to add incremental value by overweighting or underweighting specific sectors of the market based on broader industry and economic factors. To ensure consistency and style integrity over time, we adhere to strong buy and sell disciplines.

Firm Philosophy Chris Lewis

Our Investment Strategies

Our research-driven value strategies include Traditional Equity, Quantitative Equity and Fixed Income.

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