As an investment team, we take a disciplined approach to the management of client assets with the aim of producing capital appreciation consistently ahead of our respective benchmarks on a risk-adjusted and absolute basis.
We value methods and techniques which seek to preserve principal above those seeking excessive, potentially inconsistent, returns.
We practice a common investment philosophy across all disciplines and styles.
Our strategies cover Fixed Income, Large Capitalization Equities Value and Growth styles and Exchange Traded Funds.
Each strategy is different; however, fundamental research and information is managed within a complementary, team environment with data and opinions being selectively beneficial to all areas.
Moreover, our investment philosophy is designed to follow companies through the earnings, valuation and operational cycles commonly experienced.
All strategies utilize proprietary screening processes overlaid with manager-led buy and sell disciplines.