Strategy

We focus exclusively on creating high quality portfolios of talented, value-oriented managers operating in markets around the globe and generally select 10–20 managers for each of our portfolios who fall somewhere along the Graham to Buffett value spectrum in terms of their particular value orientation. Our strategies are currently offered in three geographic concentrations — US, Asia, and Global — and provide diversification within their respective regions via the specific value style employed by each manager as well as by asset class, market capitalization, and country. We focus on preservation of capital while aiming to generate attractive absolute and relative returns over the long term with reduced volatility versus relevant market indices.

In addition to our standard offerings, we also provide customized solutions and are delighted to work with our clients and investors to create portfolios designed to satisfy specific investment mandates.