OUR APPROACH
We don’t follow the herd.
As contrarian minded, value investors we are attracted to companies we believe are temporarily priced at a discount – fallen out of favor with Wall Street and the investing public.
Our team of portfolio managers and investment strategists invest with your interests first – We stay on top of the market, search for ideas, internationally and domestically, finding unique investment opportunities to align with your equally as unique investment goals and selectively buying when we see the right opportunity.
After-all, opportunity is found not in the consensus, but in the contrarian.
Ranked as Top Advisors for Barron’s and Forbes in 2015, 2016, 2017, 2018, 2019, 2020, 2021.
READY TO START A CONVERSATION?
Call us at 855.439.0665 or send us a message below.