- 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.
Chris Cao, Ph.D, CFA