The firm utilizes a team approach to investing and the Investment Committee is the foundation of the group decision-making process. The committee, which is comprised of six senior executives, is responsible for portfolio structuring and all investment decisions. The committee directs and monitors internal research efforts and oversees the portfolio management function.

Additional key executives include Raye White, our Executive Vice President and Chief Compliance Officer; John Colucci, our Chief Operating Officer, who joined the firm in 2006; and Mitch Gibbons, our General Counsel and Chief Legal Officer, who joined the firm in 2021. We currently have 89 employees, including 21 investment professionals.

As an employee-owned company, we value stability, wisdom, patience and discipline when making investment decisions. Our investment team has an average of 23 years investment experience, including an average of 18 years with the firm.