U.S. Equities

Equity Income

Flexible Equity

Fundamental Long/Short

Large-Cap Growth

Large-Cap Sustainable Growth

Mid-Cap Growth

Small-Cap Fundamental Value

Small-Cap Growth

Global Equities

Global Leaders

Sub-advised Equity Strategies

We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research provide an opportunity for attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client’s best interest.

Demos

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