Performance Reporting
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.

Transaction Reporting
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.

Client Meetings
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.