Our fundamental value approach integrates the disciplines of Value, Quality, and ESG to drive alpha and better manage risk. 


We believe that examining companies through a wider lens provides a better understanding of how a company operates, and a more complete assessment of corporate risk, competitive positioning and future opportunity. Ultimately, this approach results in a low turnover, tax efficient portfolio focused on long-term outperformance.


  • Identify attractively priced companies relative to earnings, assets, cash flows, revenues and dividends


  • Focus on high quality businesses that are soundly capitalized and well managed
  • Identify companies with economic moats / enduring competitive advantages


  • Identify financially material ESG factors through our proprietary research
  • Integrate material ESG factors into investment process to enhance investment performance and better manage risk