Know what you own… and why

A systematic investment approach is critical to emotion-free decision-making – Markets and time-tested techniques fortify resistance to short-term shocks and support prudent flexibility to incorporate long-term trends.

Fundamental research leads informed decisions – Investment research takes time, resources, and talent to analyze the available data and prudently build portfolios. Follow shortcuts at your peril.

  • Evaluate the general analytics of the company
  • Analyze company prospects compared to industry peers
  • Scrutinize company prospects compared to other portfolio holdings

Macro-economic conditions affect companies differently.

  • Estimate earnings expectations under a given inflation outlook
  • Judge earnings expectations under a given interest rate outlook
  • Assess earnings expectations under a given point in the market cycle

Valuations drive investment success – The best proprietary research won’t make an expensive stock cheap, but knowing the difference between price and value is the key to investment returns.

  • Appraise performance expectations considering current market pricing.

Our Strategies:

Global Equity

Growth Equity

Value Equity

International Equity

Taxable Fixed Income

Tax-Exempt Fixed Income