We are a small-cap core manager with a value bias

There are many underresearched small-cap companies; finding the winners among so many stocks requires tremendous insight and discipline. That’s where we offer a distinct advantage over our competitors.

Our team possesses decades of investing experience. We have seen both favorable markets and challenging markets. Our team members have an in-depth understanding of the market's various sectors, as well as specific companies within those sectors. We know those companies and we know their competitors.

We know that the behavior of the financial markets is determined not only by rational supply-and-demand issues, but also by the rational and nonrational reactions of investors to such things as political, economic and social events. Investor sentiment cycles through both optimism and pessimism, which consequently influences activity in the market.

Equipped with this knowledge, we strive to build portfolios consisting of stocks for which growth and profitability have a high likelihood of improving beyond the market's current expectations, but that trade at discounts to their long-term values. Our goal is to maximize upside potential while minimizing downside risk. We believe our experience allows us to accomplish this on behalf of our clients.