Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
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Discovering value, off the beaten path®

Our approach

We employ a bottom-up, fundamentally driven investment approach called Absolute Value® which seeks to generate attractive, sustainable returns over the long term, with an emphasis on minimizing downside portfolio risk.

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About us

We are a boutique institutional asset management firm located in Louisville, KY – a dynamic city, ideally situated 738 miles from Wall Street®.

We are passionate, disciplined, and collaborative. For more than 25 years, we’ve served a mix of institutional investors around the world, offering solutions to meet client-specific needs.

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Our people

Our most valuable asset is our people. Our team is experienced and unified by a commitment to our clients, associates, and community.

We are dedicated to enhancing representation throughout our organization because we believe diversity is at the core of all highly effective teams.

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By the numbers


Total assets

As of March 31, 2024. Total assets include assets under management as defined by GIPS® ($8.0B) and advisory-only assets ($1.9B).

Investment strategies

We manage nine value-oriented investment strategies.

Client accounts

We serve institutional investors around the globe, and we offer a variety of investment solutions.
We’ve served clients on four continents and in 16 countries.

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