AT A GLANCE
we are driven by four core values that permeate every facet of our business:
long-term
We are long-term investors with a successful track record across multiple market cycles.
focused
We are focused on a sustainable growth investment philosophy, finding dominant
market leaders that can consistently grow their earnings over time.
independent
We are an independent investment manager with a stable foundation – owned
by employees and with a strong capital base built over half a century.
aligned
We are aligned with our clients’ interests as we invest employee and firm capital alongside them.
For over half of a century, we have demonstrated stability and consistency in our people, philosophy, process and performance. Throughout our history, we have invested alongside our clients and have delivered a successful long-term track record of outperformance while taking lower risk.