Strategies

We offer actively managed, high-conviction equity portfolios through separate accounts and private funds. Our principals invest alongside our clients.

Scroll

Micro Cap Growth

The Micro Cap Growth Strategy employs a fundamental investment process centered on long term value and complemented by thematic and technical disciplines.

  • Inception Date: 01/01/2020
  • Accessibility: SMA
  • Minimum Investment: $1,000,000
  • Number of Holdings: 60-80
Learn More
Lounge View-1

Partners Fund

The Partners Fund is a concentrated strategy composed of 8-20 positions of smaller capitalization companies with whom the U.S. Value Team engages constructively.

  • Inception Date: 02/01/2018
  • Accessibility: Limited Partnership
  • Minimum Investment: $1,000,000
  • Number of Holdings: 8-20
Learn More
loung art-1

Select Dividend

The Select Dividend Strategies are concentrated, low-turnover, high active share equity strategies that seek to offer current income and income growth, as well as capital appreciation with less risk than the broader equity market.

  • Inception Date: 12/31/2010
  • Accessibility: SMA
  • Minimum Investment: $250,000
  • Number of Holdings: 25-35
Learn More
Trading Window (Select Dividend)-1-1-1-2

Small Cap Growth

The Small Cap Growth Strategy employs a fundamental investment process centered on long term value and complemented by thematic and technical disciplines.

  • Inception Date: 11/01/2000
  • Accessibility: SMA & Mutual Fund
  • Minimum Investment: $1,000,000
  • Number of Holdings: 65-85
Learn More
Trading Room 2 (Small Cap Growth)-1-1-1

Small Cap Value

The Small Cap Value Strategy is a value-oriented strategy seeking to exploit the fundamental opportunity ceded by passive investors in small capitalization companies.

  • Inception Date: 11/01/1987
  • Accessibility: SMA & Mutual Fund
  • Minimum Investment: $500,000
  • Number of Holdings: 30-50
Learn More
Lounge Corner (Small Cap Value)-1-1

Partners

The Partners Strategy is a concentrated portfolio composed of 8-20 positions of smaller capitalization companies with whom the U.S. Value Team engages constructively.

  • Inception Date: 02/01/2018
  • Minimum Investment: $1,000,000
  • Number of Holdings: 8-20
Learn More
Advisory-Research-Partners-Strategy

Canadian Equity

Our Global viewpoint brings a fresh perspective to the Canadian equity market. Through process and research, we uncover high conviction ideas, weight them heavily in our portfolio, and deliver a differentiated return stream.

  • Inception Date: 02/29/2012
  • Accessibility: UMA & Model Portfolio
  • Number of Holdings: 20-25
Learn More
Advisory-Research-Canadian-Equity-Strategy