We are absolute-return oriented – we employ strategies that emphasize absolute returns over relative returns. The goal behind absolute return investing is to generate positive returns regardless of the direction of the financial markets.

We evaluate risk – our assessment of an investment’s risks, both stand-alone and as a component of a portfolio, is as important as our assessment of future returns.

We are students of the market – we constantly seek to improve our performance through the application of the body of work of academia and the investment community.

Client Service philosophy:

We value our client relationships – we want your business and we want it for a long time.

We strive to provide caring, competent service to all clients – your client experience is as important as our performance record.

We treat each client fairly – we will not discriminate when it comes to disseminating investment recommendations or taking investment action.

We respect your financial privacy – we will protect your personal information in accordance with our privacy policy.