We are laser-focused on finding quality companies that can deliver growth that is stronger and more enduring than the market’s expectations.
These companies are rare, so when we find them we pursue them with confidence and conviction—but we never abandon our valuation discipline.
Information as of September 30, 2022.
We have 9 actively managed strategies including global, US, international, China and emerging markets
Investing Like Owners, Not Traders
Seasoned Team With A Singular Focus
Robust Investment Process
Boutique With Backing
We invest confidently at the intersection of sustainable growth, quality and reasonable valuations.
CQ provides structure to how our team evaluates quality, bringing rigor, measurability and consistency to the process of assessing five elements of quality that we score and track over time. Each element of CQ is backed by a detailed scorecard that provides a framework for determining our confidence in the company’s quality.
Our disciplined, repeatable process focuses our attention on the most compelling opportunities.
Drawing on the domain expertise of our analysts and input from portfolio managers, we identify companies for further analysis. Our quantitative scoring tool reflects our investment philosophy and augments our analysts’ judgment.
We seek to develop deep conviction in a select group of companies. In addition to our proprietary financial modeling, we use the Confidence Quotient to bring rigor to our assessment of quality.
We invest in our highest-conviction ideas through live research portfolios. These serve as powerful communication tools and capture the track records of each analyst, creating accountability that enhances the alignment of our interests with our clients' long-term objectives.
From the research portfolios, our portfolio managers generate ideas for integration into the final portfolios. Our proprietary dashboards provide advanced analytics from our research team that guide the portfolio integration.
Hiring a fundamental active manager involves a belief in the people as much as the process. Our impressive performance reflects the caliber and stability of our team—and our shared commitment to our fundamental, high-conviction investment philosophy.