Skip to main content

Quality at a Discount

Build your portfolio with a consistent, research-driven, long-term approach
to value investing.

Since our founding in 1983, our equity investing philosophy has centered on the belief that value depends on two factors:



We seek to buy above-average to excellent businesses


We buy companies at a discount to what reasonable private market owner would pay


Read more about what drives our Quality at a Discount approach

Let's Get in Touch


Our process utilizes these core principals:

  • Bottom-Up Focus
  • Fundamental Research
  • High-Conviction Investments


Active Investments

Our active approach creates opportunities for differentiated outcomes from broad market indexes.

Client Centered

Our investment team invests in our funds, fully aligning ourselves with client success.

Long-Term Focus

Our founding principals have remained consistent, and we strive to build long-term relationships based on transparency and trust.

background Back to top