WHO WE ARE
-----------------------------
• An independent, employee-owned investment management firm founded in 1969.
• A time-tested investment discipline offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds.
• Founded more than 45 years ago, our mission has been to serve our shareholders and to do so with high integrity.
HOW WE SEEK TO COMPOUND LONG-TERM WEALTH
-----------------------------------------------------------------------------------------------
• We employ a patient, long-term investment approach.
• We seek to beat the index, not mirror it. True active management, high-conviction and benchmark-agnostic.
• We believe stocks represent ownership interests in businesses and therefore rigorously research company fundamentals.
• We are highly sensitive to valuation, as price can be critical in generating attractive long-term investment results.