Our mission is to be a world-class investment management firm that delivers superior risk-adjusted performance and desired solutions to our clients.

To meet our mission, we foster:

  • Performance-driven investors who seek to identify exceptional opportunities through active management
  • Small, focused teams that offer the optimum balance between discussion and decision-making
  • A goal of comprehensive best-in-class research conducted as the critical centerpiece to investment identification and assessment
  • A collegial culture that encourages open, informed debate
  • An entrepreneurial spirit that advances the firm’s goals by encouraging our colleagues to develop themselves and their ideas
  • Continual improvement of our performance, processes and people

Kevin Charleston
Chairman & CEO