Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
See all strategies
Small Cap Value

Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

Mid Cap Value

Value oriented portfolio of mid cap equity holdings

Large Cap Value Select

Value oriented portfolio of large cap equity holdings

Dividend All-Cap Value

Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

Focused Absolute Value®

Value oriented portfolio of all cap equity holdings

Our people

Disciplined, experienced, and uniquely talented professionals working together to deliver for our clients.

44
Associates
17
Investment professionals
23
Average years PM industry experience
41%
Women
9%
Ethnically diverse
21%
Employee ownership
As of March 31, 2025. Ethnically diverse figures include African American or Black, Alaskan Native or Native American, Asian, Hispanic or Latino/a/x, Native Hawaiian or Pacific Islander, or those that identify as two or more races. Information excludes those who decline to identify.

Meet the team

Investment ManagementBusiness DevelopmentOperationsHR & AdministrationExecutive LeadershipExecutive Advisory

Investment Risk & Analytics

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* Shareholder

† Founding associate