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A client’s portfolio reflects our capability to think differently and develop a differentiated view from the market consensus.
A differentiated, contrarian investment perspective has been the cornerstone of our disciplined, proven approach.
As an employee-owned firm, we have no affiliation to any “too big to fail” bank, broker or insurer. We have very low turnover among our investment team.
Relationships are centered on our clients best interests and meeting their unique needs.
Recent Announcements
Economic and Capital Markets Outlook July 2022 Central bank rate hikes, higher inflation, the Russia-Ukraine war…
We are always looking to add smart, talented professionals to our business.
Partner with an investment grow wealth over time.
Work with an experienced team using a rigorous, research-based, bottom-up, quality-value investment approach.
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