The firm's general philosophy and guiding principles are shared by all of the active management strategies we employ on behalf of our clients.

What we are:
 · We are bottom-up investors.
 · We are long-term investors, not momentum traders.
 · We use financial statement data rather than price charts.
 · We start with a quantitative screening process (Fundametrics®).
 · We conduct fundamental analysis of attractive candidates.
 · We follow strict investment disciplines.
 · We address market and risk factors.