We are experienced investors seeking to pursue financially sound, niche leaders, trading below true value.

Our process has been refined over thirty years and is based on focused attention to the growth of cash from operations, allowing managements to reinvest in faster growth or higher margin businesses.

We use sector specific metrics to value companies, thus building a broad portfolio of what we believe are all sound investment opportunities.

Our portfolios are structured to avoid long periods of underperformance typical of Value investing and to provide our clients with competitive returns in all market environments.