Our most fundamental investment strategy is to identify stocks trading for less than their intrinsic value — a principle
that lies at the heart of value investing. Holding our principle, we have developed various value oriented investment techniques.
We invest in significantly undervalued stocks, instead of tracking benchmarks. We aim to achieve stable absolute returns across small–, mid– and large–cap stocks in all sectors.
While this strategy seeks to match the sector weights of the portfolio with the sector weights of a given benchmark, we typically invest in the most undervalued stocks within the market–weighted sector in an attempt to record above–benchmark returns.
Among undervalued stocks, we focus on stocks that reward investors with stable but high dividends.
This strategy invests primarily in small– and mid–cap value stocks.
By optimally allocating undervalued stocks and bonds, we seek the maximum compound rate of return in a stable manner over the long term.
We have in place a variety of investment vehicles designed to satisfy the needs of our clients.
We serve both retail and institutional investors at home and abroad.
We manage publicly placed funds to which both retail and institutional investors have access.
We manage privately placed funds tailored to the specific needs and styles of a small number of investors.
We provide separate account solution to institutional investors.
We offer investment advice to institutional investors.
We have established and managed UCITS–compliant SICAV in Luxembourg.