Based in Chicago, our team has a proven ability to identify profitable mid-cap companies. Our goal is to provide long-term outperformance, downside protection and low volatility. We strive to create an entrepreneurial culture with an agile investment team. Our team members bring an average of 20 years’ experience to the table.
Competitive risk-adjusted returns
Our repeatable investment process has generated competitive risk-adjusted returns.
Low volatility
We have a strong track record of low volatility. We take a bottom-up fundamental approach built around a long investment horizon.
Company focus
We focus on companies that demonstrate consistent growth, along with a solid balance sheet and strong management team.
Currency options
We offer Canadian dollar, U.S. dollar and currency neutral options.