Broker Check

Investment Management

Client Centered

We are focused on the fundamentals of the economy, the companies in which we invest, and the constantly changing dynamics within industries and between them.

Each investment we make is based on solid research, not from whim, tips, or rumors. Our guiding principles come from some of the most highly respected and time-tested principles that originally came from major universities such as Harvard, Columbia, UCLA, Oxford, and from practitioners who have employed this investment philosophy for many years. We believe that investment principles should stand the test of time. We enhance our investment methodology through research collaborations with colleagues at Oxford, UCLA, and other practicing investment professionals.