Our equity strategies are built from a fundamental, quantitative model that rates stocks for their unique blend of growth, valuation, profitability and momentum.  Our experience has shown that an approach that blends multiple fundamental inputs to decision making, including both growth and value oriented factors will be more consistently successful through a complete market cycle.  Our competitive edge comes from the breadth of fundamental inputs to the decision making process and the disciplined way we value and implement them.  The portfolio construction process is both highly disciplined and consistently applied, promoting decisions that are based on quantifiable evidence of a company’s success.

Using this dynamic process, we build core equity portfolios in the small, mid, and largecap segments of the market.