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  • Our people matter.

    Our culture is team-oriented and learning-based, while encouraging individual initiative within a process-oriented research framework.

  • Our clients come first.

    Our paramount goal is to provide clients with superior risk-adjusted returns over the long term while maintaining the highest levels of client service.

  • Our decisions are guided by a core set of beliefs:

    That value is a timeless rather than timely investment style, that risk is best measured by permanent loss of capital not volatility, and that consistently superior returns should come from a superior process applied consistently.