OUR PHILOSOPHY

Our investment philosophy is based on the belief that earnings growth drives stock performance. We believe that the inefficiencies in the small and mid cap markets create opportunities for active managers to outperform over a given market cycle. Learn more.

OUR PROCESS

We utilize a team approach to investment decisions. Paramount to our success is the disciplined execution of our investment process that is well-defined, represents sound investment principals, has objective and subjective components, and is repeatable. Learn more.

PORTFOLIO CONSTRUCTION

Our bottom-up portfolio construction process yields a blend of Core Growth and Earnings Catalyst stocks to position the portfolio for varying market conditions. Learn more.

BEHAVIORAL FINANCE

We are students of behavioral finance - it provides a theoretical justification for our philosophy and process. Learn more.