For over half a century, our clients
have come first.

A principled, thoughtful approach to investing clients’ capital—for 55 years and counting.

Learn about our firm and founder.

Proud Legacy,
Bright Future.

Individually managed portfolios.

The needs of the client are paramount.

Find out more about investing with us.

We invest in the tangible—companies that we can analyze and understand thoroughly.

We adhere to risk-averse, fundamentally sound investing principles.

Understand our 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.

Explore our research methodology and meet our in-house Analysts.

Take the next step.
We look forward to discussing your investing goals.

Contact us.