Our stellar reputation as wealth creators is a direct result of nurturing one of the strongest equity teams in the country. We eschew reactionary financial moves in favor of a detail-oriented, research driven approach to investing. Value investing – the science of identifying and investing in under-valued stocks through in-depth quantitative and qualitative research – is a strong guiding principle that lies at the heart of our investing philosophy. The results of this approach are evident in the enduring, successful relationships we enjoy with our clients.