Process and Strategy

Our team approach relies on a lateral organizational structure that demands participation from our entire firm.

  • We encourage investable ideas from all team members.
  • We seek a thorough review of new ideas, deliberately limiting the pace of consideration.
  • We demand thoughtful discussion and practical evaluation of:
    • Company/Government prospects
    • Management/Leadership capabilities
    • Balance sheet strength
    • Industry prospects
    • Dividend potential
  • We review purchase /sale candidates for both absolute and relative attractiveness.
  • We favor a consensus before making changes to client portfolios.