Our Services Quantitative, Qualitative, Tailored Advice
Quantitative Investing in Equities
This graph is a composite of backtesting and real results in our managed accounts. Backtested and account specific results have inherent limitations. Past performance should not be taken as an indication or guarantee of future performance, and no representation or warranty, expressed or implied is made regarding future performance.
Fundamental Investing
We rely on fundamental data and sound financial analysis to help us deliver long-term real returns.
Systematically Applied
A disciplined methodology underlies everything we do. Our model is based on a stable methodology, which has been back-tested and time-tested.
Qualitative Investing in High-Conviction Ideas
Throughout our successful careers, we have been identifying compelling investment themes and have a proven track record unearthing nascent companies within these themes, with high-growth potential over the long term. When we select them, we view ourselves as business owners and tend to stick with the idea over a period of 5 to 10 years.
Two Examples of Investment Themes
DocuSign - One of our Investments
DocuSign was one of our stock picks in the Workflow Automation theme in 2018 and we've been building positions for our clients ever since. The stock has substantially outperformed the markets since its IPO and we are holding on to it for the long term.
Tailored Advice
Life happens and no one situation is alike, which is why we truly enjoy thinking outside the box for our clients and help them answer the financial questions they may have and devise a plan for them to move forward. Here are a few of our favorite value-added services which we've helped some of our clients with. Would you like us to help you with another matter in an innovative way? Just let us know what you have in mind.
Let us know the questions you may have and how we might help. We'll get back to you within 24 hours.