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For over half a century, our clients
have come first.
A principled, thoughtful approach to investing clients’ capital—for 50 years and counting.
Individually managed portfolios.
The needs of the client are paramount.
We invest in the tangible—companies that we can analyze and understand thoroughly.
We adhere to risk-averse, fundamentally sound investing principles.
Proprietary research sets us apart.
Our research is in-depth, conducted
in-house, and includes rigorous vetting
of a prospective portfolio company’s accounting, management, and competitive position.
Our long-term focus has long-term benefits.
We seek to identify investments that can grow in value over years and decades with the goal of compounding our clients’ wealth most efficiently.