Our philosophical approach is to identify current and potential turnarounds and to invest in them patiently. We build client portfolios from the bottom-up based upon our proprietary fundamental analysis. Our philosophy is to be highly anticipatory. In many cases we study the companies for several years prior to investing in them.

This anticipation is unique to our process, and has been a key to our investment success. Our style of investing reflects our discipline, innovation, insight, and courage. Our portfolios typically reflect a combination of value, earnings momentum, and low turnover.