Strategy
Since our founding in 1983, we have developed a variety of additional strategies and underlying vehicles all based on our investment approach of investing with a price discipline and for the long-term. Our Firm was originally founded to advise Managed Accounts, and we expanded our vehicle offerings to include US Mutual Funds in 2000 and UCITS Funds in 2010 to ensure we could accommodate the investment needs of our clients.
Jennifer Chang
Rahul Sharma
Focus on developed economies
Rahul Sharma
Focus on developed economies
Rahul Sharma
Jennifer Chang
Timothy Cordle
Mike Kelly
Covered calls on 25-40% of equity portfolio
Jennifer Chang
Brooks Cullen
Brooks Cullen
Brian Drubetsky