One Philosophy, One Strategy, and One Team
Each member of the investment team is first and foremost an analyst with primary coverage responsibilities. We assign two analysts to every company under coverage. The rest of the team acts as a third layer of research which enables us to have multiple pairs of eyes and ears trained on an issue at any time.
A Highly Selective List of ~100 Companies
Assess thousands of companies for new ideas using screens, conferences, trade shows and leads from contacts
Research Coverage List - closely monitor 200+ companies that potentially meet SGA criteria and/or are direct competitors
Qualified Company List - companies deemed worthy of client capital
Client Portfolios - companies providing best combination of attractive valuation and high conviction