Go to the Source
There are two types of financial advisors: Those who are ‘sales’ focused, and those who are ‘finance’ focused. Our team brings deep market research, and a disciplined process to pursue excess return where we believe it’s available. If you want active, high-conviction management, why not come straight to the source.
- Concentrated, high-conviction equity portfolios targeting alpha
- Minimum account size: $1,000,000
- Emphasis on under-appreciated stocks, or mispriced technology leaders
- Research-driven selection informed by market-efficiency and asset-pricing work
Who This is For
Investors who want an actively managed, concentrated equity portfolio and are comfortable with meaningful tracking error versus broad indexes. $1,000,000 minimum relationship size.
- Desire for manager skill and active management
- Ability to evaluate results over multi-year windows
- Preference for direct access to the decision-makers
What We Do (and Don’t)
Active management only creates value when research is real and conviction is allowed to show. We build concentrated portfolios where a small number of well-understood positions can matter. Each holding must pass a high bar: durable economics, strong reasoning for a possible mispricing, and clear catalysts for reaching a positive resolution of potential mispricing. We concentrate where our work is strongest rather than owning everything in the benchmark. We won’t promise certainty, hug an index to look safe, or outsource our homework. If we can’t articulate why we own something, we don’t own it.
Our Process
Research & Universe — Screen for quality financials, economic moats, and mispricing.
Deep Diligence — Model cash flows, scenarios, catalysts, downside cases.
Portfolio Construction — Sizing, risk limits, correlation, sell rules.
Ongoing Review — Update theses, manage risk/taxes, trim/add around catalysts.
Experience That Shows
Our team has managed active equity strategies for decades. We believe skill shows up over full cycles—not every quarter—and we measure ourselves by process discipline and long-term outcomes.
Past performance is not indicative of future results. Investing involves risk, including loss of principal. Concentrated portfolios and tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently. Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.