We are disciplined institutional bottom up value investors. We create concentrated high active share portfolios and seek to invest in companies that have intrinsic values above their current market price.
We believe our philosophy to be sound and our strategy unique, but it is only repeatable if research personnel have the right temperament to maintain discipline in volatile markets.
We believe our blend of Core and Deep Value companies, our ability to identify Key Theses Points™ (long-term business catalysts), and our ability to opportunistically overweight Deep Value Companies is unique in the marketplace. These are key ingredients in the “secret sauce” of our strategies.