Founding Principles

Our firm culture is driven by the following founding principles:

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