On a quarterly basis, we send to clients an in-depth analysis of
all aspects of their portfolio, including recent and historical
performance, recent transactions, corporate actions, as well as
a detailed schedule of investments held at the end of the period
with cost and market values.
Transactions during the quarter are confirmed promptly by a letter
which includes a description of each new commitment and an explanation
of the firm's strategy behind the purchase.
Most clients prefer annual or semi-annual meetings, but more frequent
interaction in the early stages of a relationship may be necessary.
Portfolio Management Team
The firm assigns a team of principals to each account with one designated
as the relationship manager. These individuals are available on
a regular basis for consultation and meetings as required.