Strategies
Equity
Our equity-focused strategies employ a team managed approach, investing in companies that are industry leaders, display consistent earnings growth, have manageable debt levels, generate high free cash flow, and are led by experienced, shareholder conscious management teams. We believe in thoroughly understanding the companies that we own, and why we own them. We believe that diversification beyond a limited number of holdings may yield only a marginal performance benefit, and that the task of analyzing, understanding, and tracking the performance of 40 stocks is far more feasible than a portfolio of 300 stocks.
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Fixed Income
Our fixed income strategies are built upon the premise that bond portfolios should provide capital preservation and income generation. We conduct in-depth analysis of the issuers’ fundamentals, the business cycle, and yield curve to construct an investment grade portfolio of treasury, agency, and corporate bonds. Through directly owning the fixed-income securities, the option of holding the bonds to maturity is preserved, which can secure a safe, predictable cash flow independent of market returns.
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Asset Allocation
Our Asset Allocation Strategy utilizes an institutional asset allocation framework that focuses on how risk is distributed throughout a portfolio.
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Private Equity
We believe investing with a high-quality, diversified group of Limited Partnerships led by experienced General Partners will provide enhanced diversification and deliver excess returns to investors. We participate in partnerships that focus on established industries with sustainable, profitable growth.
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Balanced
Our Balanced Strategies strive to provide income and capital growth by investing in a combination of US equities and investment grade fixed income. Consistency of approach and adherence to sound fundamental analysis is the basis of our conservative investment process.
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Equity
Our equity-focused strategies employ a team managed approach, investing in companies that are industry leaders, display consistent earnings growth, have manageable debt levels, generate high free cash flow, and are led by experienced, shareholder conscious management teams. We believe in thoroughly understanding the companies that we own, and why we own them. We believe that diversification beyond a limited number of holdings may yield only a marginal performance benefit, and that the task of analyzing, understanding, and tracking the performance of 40 stocks is far more feasible than a portfolio of 300 stocks.
Click to Learn More
Fixed Income
Our fixed income strategies are built upon the premise that bond portfolios should provide capital preservation and income generation. We conduct in-depth analysis of the issuers’ fundamentals, the business cycle, and, yield curve to construct an investment grade portfolio of treasury, agency, and corporate bonds. Through directly owning the fixed-income securities, the option of holding the bonds to maturity is preserved, which can secure a safe, predictable cash flow independent of market returns.
Click to Learn More
Asset Allocation
Our Asset Allocation Strategy utilize an institutional-quality asset allocation framework that focuses on how risk is distributed throughout a portfolio.
Click to Learn More
Private Equity
We believe investing with a high-quality, diversified group of Limited Partnerships led by experienced General Partners will provide enhanced diversification and deliver excess returns to investors. We participate in partnerships that focus on established industries with sustainable, profitable growth.
Click to Learn More