Our Fundamental Equity strategies focus on growing companies that can strengthen your portfolio. We use our unique philosophy as a blueprint to earn results for you. Our quantitative strategies employ a multi-factor investment process based on well-establised market characteristics like value, momentum, growth, etc.

Keeping your financial goals in mind, we invest in companies that are gaining market share and exhibiting strong potential. We examine protective barriers around competitive advantages for each company, analyze financial results and develop expectations for the future. 

How We Make Equity Strategies Work For You:

Discover

We seek to identify companies capable of generating returns for you. We also consider secular trends that lend themselves to long-term investment horizons.

Assess

We evaluate risk and reward based on our expectations of company fundamental performance.

Invest

We value assets relative to market and growth prospects.

Monitor

We monitor our investments closely. If we believe the investment prospects are less than we expected, we remove the stock from the portfolio.