"We are long-term investors who believe our clients benefit primarily from the
growth and capital generated by the companies in which we invest, rather than
short-term trading strategies."
"Our work often benefits multiple generations of the same family. Helping our
clients compound their wealth, especially through periods of turmoil
and uncertainty, is incredibly gratifying."
"As long-term, fundamental investors, we consistently identify opportunities
through our willingness to look past current trends or headlines."
"We strive to deliver superior long-term investment results through proprietary
research and uniquely customized portfolio management."