We employ a global perspective and a rigorous analytical process to deliver superior performance in a customized portfolio. We emphasize a team approach drawing on the long and varied experience of our investment professionals, many of whom have worked together for years.
Our goal of long-term appreciation is achieved through a well diversified, tax-efficient portfolio of about 30-40 stocks. We have a slight contrarian bent and are unconstrained in our search for investments — size, region, and company type. We consider risk and reward for each holding, questioning our assumptions. We recognize that it is not only important to know when to buy, but also to know when to sell and we adhere to a disciplined sell process.