Since our firm's foundation in 1976 there have been two key reasons for our success.

  • Our intense, research-driven culture
    Evident in the way we research companies, the way we manage portfolios and how we run our firm.
  • The application of our unique approach to identifying undervalued companies
    Our proprietary Private Market Value (PMV) + Catalyst TM investment philosophy is recognized for furthering the notion of value investing.

Our intense research culture and unique investment approach, combined with a repeatable, consistently applied investment discipline leads to superior risk-adjusted returns.