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 beginning in 1990 are net of actual fees and actual transaction costs. The composite represents fully discretionary, tax exempt accounts managed for the full period under measurement and meeting minimum accounts size requirements. The performance calculations include accounts under management during the respective periods. Prior performance is no guarantee of future returns. No two portfolios are identical.