Our firm culture is driven by the following founding principles:
- Our firm is 100% employee-owned and we have the majority of our liquid net worth invested alongside our clients.
- Our clients always come first and are the primary focus of everything we do, seeking excellence in our investment research, performance, and service.
- Teamwork is highly prized and recognized as it maximizes individual contributions.
- An open culture that is a true meritocracy is our ultimate organizational goal.
- Encouraging dissent leads to an open culture, while respectful communication is the foundation of a successful work environment.
- Responsible freedom provides the opportunity for individuals to achieve success according to their initiative and capabilities.
- Hierarchy should be de-emphasized to spawn creativity.
- People need the opportunity to fail; when used as a lesson, failure builds humility – learn and move on.