Our Strategies

Large-Cap

In selecting investments for the strategy, our team seeks to identify high-quality businesses by applying a disciplined and rigorous bottom-up fundamental research process. Our team utilizes a proprietary, multi-factor quality screening methodology to determine whether a company meets our team's criteria for inclusion in the quality universe, including:

  • Consistent history of earnings stability, reliability and growth
  • Economic moat including intellectual property, proprietary products, processes or services and industry leadership
  • Financial health including balance sheet, cash flow and profitability
  • Executive team including experience and stewardship

Mid-Cap Growth

In selecting investments for the strategy, our team seeks to identify companies with attractive earnings growth prospects. Investments for the portfolio are selected by applying our team's disciplined, bottom-up fundamental research process. The strategy invests in companies our team believes have potential for growth in comparison to other companies in that particular company's industry or market, and in light of certain characteristics, such as:

  • Consistent history of stable earnings growth
  • Distinct market advantages including proprietary products, processes, services and intellectual property
  • Leading market positions in their industry
  • Strong balance sheet
  • Experienced management teams

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