EN Other
  • AUM $1.3 billion
    (September 30, 2018)
  • Inception Date 2000
  • Vehicles Available
    • Separate Accounts
 

Investment Philosophy

  • As active investors in inefficient markets, we aim to deliver superior risk adjusted returns through financial statement analysis and construction of high conviction solutions to meet our clients’ goals.
  • We look for fundamental characteristics of stocks that are mispriced or misunderstood by the market and create portfolios to exploit these while maintaining tight risk controls.
  • Analysis of financial statements, industry, and market data are utlized to understand the drivers of companies and industries.
  • We employ a disciplined process that integrates fundamental insights and portfolio construction that assesses available market information and seeks to identify individual stocks that will outperform or underperform the benchmark.

Our Value Add

  • Our capabilities span large capitalization value, growth and core strategies.
  • Experienced team of investment professionals have successfully managed portfolios together since 1996.
  • Client objectives are integrated into all aspects of research, portfolio construction and risk control.

Portfolio Managers

 Chris Cao, Ph.D, CFA

Chris Cao, Ph.D, CFA

 Michael Farrell

Michael Farrell