Portfolio Strategies

We offer separate accounts for institutional investors. With a focus on capital preservation and common sense, our actively managed portfolios are built to beat benchmarks and provide real results.

Equity strategies

One philosophy, four strategies. Our team of analysts seeks outstanding companies with stock prices that we believe to be at a significant discount from the actual business value. Performance and value are always the guiding principles.

Fixed income strategy

We look for investments that provide a reasonable risk-adjusted return. We embrace flexibility, considering multiple opportunities and holding cash if needed. And all the while, we strive to balance risk and reward.

Moderate allocation strategy

We look for investments that provide a reasonable risk-adjusted return. We embrace flexibility, considering multiple opportunities and holding cash if needed. And all the while, we strive to balance risk and reward.