Broker Check


Investors need equity strategies with consistently strong, uncorrelated risk-adjusted returns.

Passive strategies are widely available at low cost.  To earn a higher fee we must deliver performance that is measurably superior - which we define as higher returns, lower volatility and lower correlation to other assets.

We know from experience the value that active management can and should provide. Our disciplined processes have been refined over multiple market cycles to provide strong risk-adjusted returns in rising and falling markets.

“If you want to have a better performance than the crowd you must do things differently from the crowd.”  ~ John Templeton