Higher quality companies outperform lower quality companies.

Faster growing companies outperform slower growing companies.

Relative to growth rates, less expensive stocks outperform more expensive stocks.

Companies with accelerating fundamentals outperform companies with decelerating fundamentals.

Managing risk is as important to performance as stock selection.

We are a boutique investment advisor which is partially owned by key employees, yet backed by a multi-billion dollar global financial services company, Old Mutual Asset Management.

We maintain a niche focus on capacity constrained products and alternative strategies.

We are a growth equity manager with a strong emphasis on proactive risk management.
We adhere to a disciplined process that strives to identify out of consensus and mispricing opportunities.