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Our Team: A Shared Commitment

Sustaining an environment in which investment professionals can flourish is critical to successful investing. Throughout our firm's history, our boutique size and team-driven culture have enabled us to develop a dynamic organization that attracts and retains dedicated and skilled investment talent.

Our senior portfolio managers have been managing value equity portfolios together for over two decades and our research analysts have been with us an average of 12 years, bringing continuity to our process.  

Across the organization, our portfolio managers, analysts, and client service professionals share a commitment to our investment process and generating competitive performance results for our clients.

Get to Know Us