To achieve superior risk-adjusted performance during all market conditions while providing relentless dedication to service.

Operating Principles

  • Dedication to our clients that goes far beyond the ordinary.
  • Discipline in our objective and analytical approach.
  • Depth of knowledge of our field, and in the qualifications of our team.
  • Identify earnings momentum in high quality, high cash flow companies.
  • Outperformance is driven by investing in a select group of stocks, while maintaining a prudent sell discipline.

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered, notice filed or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED" WEB-SITE.