Once we have identified fundamental bargains, we seek a catalyst or element of change that will surface value and attract investor attention. Each portfolio is separately managed and customized to meet specific client needs.
Past performance is no guarantee of future results.
Quarterly and annual results are net of actual fees and actual transaction costs. The composite represents fully discretionary accounts managed for the full period under measurement. The performance calculations include all accounts under management during the respective periods. No two portfolios are identical. The Russell 2000 is an unmanaged index comprised of 2,000 stocks and does not necessarily reflect how a managed portfolio of equity securities would have performed.