We manage individual portfolios on a discretionary basis for high net worth individuals and institutional clients. The goal of our long-term investment approach is to provide above average returns to clients while incurring below-average risk
We are not market timers. Our stock selection process follows our Research Orientation and is primarily focused on finding undervalued, out-of-favor small and mid-cap value stocks. We construct portfolios of what we believe to be deeply discounted securities. These are securities that trade at a substantial discount to their intrinsic value, with a significant margin of safety. In conjunction with this buy-and-hold philosophy we strive to be fully invested at all times.
We are patient investors. We employ a long-term, buy-and-hold investment approach to achieve our goal of providing above average returns while incurring below average risk. This approach is tax efficient in nature with most of our historical realized income being in the form of long-term capital gains.
Funds invested with us can be a part of your comprehensive financial plan. Clients should limit their investment to that portion of their total assets that can be committed to a long-term time horizon. Over longer periods of time we expect stock prices to more closely reflect their underlying intrinsic values.
Small Cap Value Composite Performance
Form Adv
