Investment Partners

Our investment approach is based on our analysis, insight, valuation, and decisiveness. We focus on the strategic tone and the ability of management to deliver in our portfolio selections. We are deliberate and consistent in our investment analysis, weighing the impact of key factors in our decisions: the global economic environment, domestic and world political trends, liquidity, and credit availability, and where possible, tax efficiency. While we maintain a disciplined approach, our strategy concentrates on the objective of achieving outstanding long-term results and total return. We actively monitor ongoing data to evaluate the most appropriate course of action for our clients.