Who We Are
We are a global investment advisory firm serving the needs of investors, including individuals, financial advisors, institutions, foundations and endowments.
Among the first investment firms to invest globally using a value approach, we manage a variety of equity and fixed-income strategies.
What You Can Expect from Us
Value: A singular focus on value investing
- Global Reach: Company-centered investment process with a global, all-cap purview
- Endurance: Navigating market cycles since 1974
- Independence: Our 100% employee ownership enables us to think long term
How We Pursue Results
Guided by the principles of Benjamin Graham, widely considered the father of value investing, we seek to take advantage of market irrationality and short-term security mispricing by buying stocks and bonds that we believe are undervalued based on our estimates of their true worth.
We believe this is the best way we can pursue the desired results for client portfolios over the long term.