We are a small organization and intend to stay that way. Large institutional firms now dominate the investment management industry and their investment process has become institutionalized as well. Often, portfolios are little more than surrogates for one of the popular indices. We are unafraid to make what we believe to be the best long-term investment decisions possible without regard to how it may benchmark to an arbitrary index in the short-term.
We have the conviction and intellectual honesty to invest our own and our families' liquid net worth in the same manner as our clients’ funds. By "eating our own cooking," our personal risks and rewards are aligned with those of our clients.