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
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Kevin Charleston
Chairman & CEO