The firm offers five “Best Ideas” equity investment strategies:

Each of these five strategies has been developed to focus on high quality, mid to large capitalization equities, with investments based on solid company fundamentals and positive growth characteristics. With an emphasis on capital preservation, the strategies seek favorable risk/return characteristics over time through an established, disciplined valuation process. Each “Best Ideas” investment strategy has low portfolio turnover, trading liquidity, and high Active Share, which is a measure of the percentage of stock holdings in a portfolio that differ from the holdings in the benchmark index. The firm’s separately managed accounts provide investors with personalized investment solutions based on their individual investment objectives.