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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 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 Expertise

Information as of December 31, 2021.

Why Us?

Our investors seek the long-term risk and return characteristics that only a specialist, high conviction fundamental manager can provide.

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.

Idea Generation

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.

Fundamental Due Diligence

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.

Research Portfolio

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.

Portfolio Integration

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 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.

Fundamental Growth and Core Leadership Team

Michael Solecki, CFA

Chief Investment Officer

Paul Nestro, CFA

Director of Research

George Bicher

CIO, Emerging Markets

Our Latest Thinking

The CQ Framework for Assessing Company Quality

The Confidence Quotient is a measure of company quality, a measure of our conviction in a sustainable growth estimate, a language for use in debate and discussion with portfolio managers, and a driver of discipline and rigor in our investment process.

Contact Us

Thomas Kronzer, CFA

Portfolio Strategist

We are passionate about investing in sustainable growth through active management.

Email Tom for more Information.