Offers strategies across four distinct investment styles – growth, value, core and behavioral
Our growth approach is based on fundamental, bottom-up stock selection focused on finding companies whose growth rates are underappreciated by the market. Our investment philosophy is based on the premise that the market often underappreciates a growth company's true earnings power.
Our value approach focuses on a bottom-up, fundamentally-driven investment with an aim to buy undervalued cash flow streams. Our investment philosophy is that stock selection focused on companies whose cash flow potential is underappreciated by the market can deliver strong returns over time.
Our core investment philosophy is rooted in the belief that a company’s stock price should reflect the present value of its long-term future cash flows. Our approach exploits short-term mispricings of securities, by focusing on the “normalized” earnings and long-term growth rate of a company.
Our behavioral finance approach utilizes an investment process that seeks to identify and capitalize on market anomalies created by irrational investor behavior. Our disciplined and dispassionate investment process targets attractive stocks based on value, momentum and/or quality attributes.