Based in Boston, our team works to effectively exploit opportunities and market inefficiencies that others may not see. Consistency in our team, philosophy and approach has produced a long and proven track record. Our team brings together highly diverse industry experience and insights.
Control risk
By focusing on companies that offer low valuations with financial strength, we lower risk. We also control risk through strong valuation and sell discipline, diversification and limits on individual stocks and sectors.
Narrow scope
Our approach eliminates investment ideas with high risk and low sustainability early in the investment process. This efficiently narrows the scope of our fundamental research.
Superior opportunities
We identify superior opportunities through an efficient and repeatable stock selection process. We’ve refined this unique process based on decades of industry experience.