Our seasoned investment professionals possess an ability to understand change and work together to identify catalysts to unlock value.
Our portfolio managers and research professionals average 20+ years of investment experience, resulting in seasoned perspectives focused beyond the short-term. Our firm’s partnership culture fosters idea sharing and collaboration in an effort to create and sustain long-term success.
Our research process seeks to capitalize on investor overreaction, misperception and short-term focus.
Through fundamental bottom-up research based in corporate finance that emphasizes cash flow and balance sheet analysis, our seasoned analysts focus on companies that offer attractive valuations, favorable risk/reward profiles and catalysts for positive change.
We adhere to the highest standards of discipline and service for our clients.
Our clients have come to expect quality experiences from long-term relationships based on transparency, responsiveness and communication.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside protection will be achieved.
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(310) 712-4100 (fax)