Culture Leads to a Differentiated Investment Philosophy and Process


  • Promotes the hierarchy of ideas, not people
  • Rejects dogmatism
  • Combines insights from qualitative and quantitative sources
  • Employs dynamic investment process


  • Integrated qualitative and quantitative investing since 1999
  • Proprietary fear and greed indicators
  • Unique dynamic weighting techniques
  • Pioneered approach to portfolio construction based on diversification


  • Thorough testing of all ideas
  • Attention to all steps within the investment process
  • Separation of research and production
Our goal is to deliver strong, consistent, risk-managed returns applying best practices in a transparent process that is responsive to client needs