Investment Approach

  • Identify high-quality companies with leading market positions in fertile growth fields. 
  • Integrate fundamental research — emphasize sustainable growth, not momentum growth. 
  • Focus on high-quality earnings, strong free cash flow growth, shareholder-oriented management, and rational competitive environments. 
  • Avoid overpaying for growth, while broadly diversifying portfolios, to manage portfolio risk.

Current Year Performance

Past performance cannot guarantee future results. All investments are subject to risks, including possible loss of principal.

1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. Actual fees may vary. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Returns include reinvestment of dividends and capital gains. 

Team (As of 03/31/2020)

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