We are value investors, but what makes us unique is our expertise in special situations, investor psychology, and mean reversion. Our experience has shown us that these factors influence stock price regardless of size or sector. We combine this approach with rigorous research to take advantage of opportunities wherever the market provides them.
We’ve been in business for more than 25 years. Our experience has helped us build upon our core investment philosophy by refining our methods and to uncover new ways to capitalize on investment opportunities.
This is a big priority for us. We keep our clients educated on their investment portfolios through our quarterly newsletters and periodic face-to-face meetings. We handle account servicing needs promptly, and can accommodate certain special requests a client may have for their account.
Trust and ethics are extremely important to us, and we adhere to the CFA Institute Code of Ethics.
We’re thankful to be doing what we love. It keeps us constantly engaged, curious, and focused in this wonderfully dynamic profession.