We believe in constructing well diversified portfolios of high quality companies with solid financials, strong management teams and sustainable competitive advantages. We believe in a bottom up, fundamental research effort aimed at identifying companies with attractive and durable growth prospects. We construct portfolios with a blended earnings growth rate that is above the benchmark and general market averages. We believe that superior long term earnings growth will drive better relative performance and be captured in stock appreciation.
A diversified portfolio focused on securities with market capitalizations $3 billion and below.
A diversified portfolio focused on securities with market capitalizations between $3 billion and $10 billion.
A concentrated portfolio of between 8 & 15 securities taken from our Small Cap and Mid Cap strategies. A "best ideas" portfolio that offers the potential for high returns and a low correlation to the market.
Customized investment plans built to client specific needs and circumstances.