Strategies & Capabilities

Fundamental Growth and Core Equity Pursuing Quality, Sustainable Growth and Reasonable Valuation

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.


Our Expertise

Information as of February 28, 2022.


Focus Strategies


Global Equity Select Strategy

Seeks to outperform the MSCI All Country World Index over the long term.The following risk constraints are employed in managing the strategy:

  • Number of Equity Issuer Holdings: 30 – 40
  • Maximum position in equity securities of an issuer: 7%
  • Sector weight versus the Index: +/- 25%
  • Region weight versus the Index: +/- 30%

Emerging Markets Equity Select Strategy

Seeks to outperform the MSCI All Country World Index over the long term.The following risk constraints are employed in managing the strategy:

  • Number of Equity Issuer Holdings: 50 – 80
  • Maximum position in equity securities of an issuer: 10%
  • Sector weight versus the Index: +/- 15%
  • Region weight versus the Index: +/- 15%

Our Investment Platform


Our team and investment philosophy are united by a common belief—that quality companies with sustainable growth at attractive valuations can drive above-average, long-term investment returns.


Our Latest Thinking



Why Us?


Our investors seek the alpha-generating potential of a specialist, fundamental manager that invests confidently in opportunities that are uncovered through rigorous, bottom-up research.


Investing Like Owners, Not Traders


Seasoned Team With A Singular Focus


Robust Investment Process


High-Conviction Portfolios


Boutique With Backing


The Three Pillars of Our Philosophy


We invest confidently at the intersection of sustainable growth, quality and reasonable valuations.





Quantifying Our Confidence


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.


Research Process


Our disciplined, repeatable process focuses our attention on the most compelling opportunities.

fundamental growth core
Idea Generation Fundamental Due Diligence Research Portfolio Portfolio Integration
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.

Our Leadership Team


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.


Michael J Solecki, CFA

CIO, Fundamental Growth and Core Equity


Paul Nestro, CFA

Director of Research


George A Bicher

Asset Class CIO & Portfolio Manager


Contact Us


We are passionate about investing in sustainable growth through active management. Reach out to learn more.


Thomas Kronzer, CFA

Portfolio Strategist