We invest in inefficiently priced assets within each asset class using bottom-up research. We exploit our individual security selection expertise and perform extensive due diligence in an attempt to find mispriced assets. The securities we buy meet qualitative and quantitative criteria including management excellence, competitive characteristics and total return potential. Our appraisal methods are proprietary and are applied to each security and asset class.

The individuals at our firm invest alongside clients to further align our incentives. We do this not only to reassure investors of our best intentions but because we truly believe that our strategy gives us the best combination of diversification and total return potential.

Our implementation of the endowment model eliminates the layers of fees commonly paid by institutions to consultants, managers and mutual funds. We do the hard work of research and investment selection ourselves in an attempt to minimize fees and increase transparency to our clients. In certain instances we will use low-cost funds to augment the portfolio.