We are a “client first” asset management firm with a 20+ year legacy of active management navigating through numerous economic and market cycles. 

20

+

YEARS OF LEGACY

$

800

M+

ASSETS UNDER MANAGEMENT

30

+

AVERAGE YEARS
INVESTMENT EXPERIENCE

10577

LOCATED IN PURCHASE, NY
ABOUT US

We are an emerging asset management firm that takes a differentiated approach to managing money on behalf of investment advisors, institutions and foundations.

Disciplined, Repeatable Investment Process

Focus, alignment, and hands-on stewardship

Intense focus on client service and meeting your requirements

WHAT WE DO

Our team-based, sector and style agnostic approach to active investing allows us to evaluate and manage risk collectively.

We look for companies with a transformative story that is underpinned by strong financial fundamentals. We have a long track record of navigating different market and economic cycles, which gives us a well-informed perspective.

NEWS AND INSIGHTS

Gain timely insights from our strategists and portfolio managers on global markets, geopolitics, and investing trends.

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CONTACT US

If you would like to receive timely updates about the firm and our products, please let us know a little more about yourself.

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