Investment Products

ALL-CAP CORE

We employ contrarian thinking and a value methodology to construct a 50-60 stock portfolio, diversified by market capitalization and sector exposure. Art and science converge as we conduct our extensive in-house fundamental research. With a 3-5 year time horizon, we look to identify undervalued stocks within under-followed or unloved areas of the market.

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Small-Cap core

We employ contrarian thinking and a value methodology to construct a 30-40 stock portfolio, focused on identifying companies with less than $2 billion in market capitalization. Art and science converge as we conduct extensive, in-house fundamental research. With a 3-5 year time horizon, we look to identify undervalued stocks within under-followed or unloved areas of the market.

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Balanced

We create a customized Balanced portfolio based on your risk tolerance and liquidity needs.  The portfolio contains a combination of the equity positions within our All-Cap Core strategy and Corporate, Government and Municipal bonds, depending on the tax status of your account.  Given our 3-5 year time horizon and resulting low portfolio turnover, this strategy is ideal for both non-taxable and taxable accounts.

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