20 Years Focused on Generating Long-term Returns
We have to think and invest differently to outperform the market over the long term. And a differentiated approach is what investors should expect in our strategies.
We are value investors looking for mispriced companies, often those that others are not. We look at changing human behavior for investment opportunities. We value research from uncommon sources. We build portfolios of our best ideas from the bottom up.
For 20 years, we’ve focused on generating long-term returns for our investors and we plan to keep doing just that.
CIO, Portfolio Manager
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Mutual Funds with an Edge
Flexible to capitalize on market opportunities. Concentrated on the best ideas. Differentiated to outperform. Mutual funds for investors looking to enhance long-term performance potential.
See how we think and invest differently.
Or give us a call to discuss at 888.844.4403