Value Investing

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.

Our Edge

Deep Value

when opportunity presents to drive additional alpha

Key Thesis

identified in bottom up analysis and will act as catalysts to drive stock price towards true value

Blend of Core Value and Deep Value Sleeves of Portfolio

most strategies are one or the other

News & Insights

We are committed to a transparent and open partnership with our clients.