We manage concentrated portfolios across all of our strategies with a focus on capital preservation.
Growth
We manage concentrated, low-turnover portfolios that seek to generate excess returns and effectively manage risk. Our process is designed to identify consistent growth companies that have a demonstrated history of growing earnings and compounding shareholder value to build what we consider to be a concentrated and diversified portfolio.
Equity Income
We manage concentrated portfolios that emphasize a high and growing current dividend yield while balancing capital preservation with growth of capital. Our process is designed to identify consistent and sustainable dividend growth companies that have a demonstrated history of growing earnings, compounding value and in turn rewarding shareholders with capital returns in the form of dividends.
Value
We believe common stock ownership is a long-term investment in a business. We invest principally in common stocks of large capitalization companies that generally have demonstrated records of profitability, conservative financial structures and shareholder-oriented management. Our objective is to invest in such companies when we believe valuations are modest relative to earnings, cash flow or asset values.