Our focus is to help our institutional clients develop diversified portfolios that align with business needs and interests. Our diversified equity and fixed income strategies blend a top-down macroeconomic view with bottom-up fundamental investment analysis. Led by a highly-seasoned investment team with complimentary skill sets and ownership in the business, our investment process results in independent conclusions and insightful prognostications.
Our primary goal is to build wealth through a disciplined portfolio management process that achieves long-term, competitive, risk-adjusted returns. In other words, we strive to grow investment principal without excess exposure to risk.
Our investment process combines a top-down macroeconomic view with a sophisticated bottom-up analysis of sectors and securities. The tightly integrated approach is optimized through the meticulous identification and monitoring of multi-year sector/industry themes and sub-themes. While our valuation analysis utilizes industry-specific approaches, we also rely on our GRAD Point™ Valuation Framework: Our time-tested proprietary valuation methodology which attempts to control risk while identifying attractive reward potential.
We have long-term relationships with the financial consultant community, whose databases are updated quarterly to provide relevant data on our investment strategies and firm.