Our team’s investment decisions are generated through hands-on proprietary research, due diligence, and entrepreneurial initiative. Our experienced sector specialists excel at developing original investment ideas and gaining a deep understanding of each company’s business, competitors, and industry.
Consistent attention on quality helps us to protect returns when markets decline. We seek companies with highly capable management with proven leadership and strategic vision, strong financial characteristics, attractive and defensible market positions, and the ability to deliver sustainable earnings growth.
We do not try to time the market or make sector bets driven by market dynamics. Our goal is to identify undervalued, well-managed businesses that we can hold for the long-term given their long runway for growth.
We are patient investors. Equally as important as discovering attractive companies that meet our criteria for quality and growth is to pay a reasonable price for the security.
We focus on getting the stock selection right and building a well-diversified portfolio to help manage risks. We achieve this by having a passionate team of portfolio managers, analysts and traders, with the singular goal of successfully investing for our clients.Dan Miller Director of Equities
Our culture, from the start, has been focused on the success of our clients. The way that we achieve this is by having a team that has a strong investment process and a clear orientation towards success.Dan Miller Director of Equities