Value investing in
low price-to-earnings
and high dividend stocks
since 1983.
Value investing in low price-to-earnings and high dividend stocks since 1983.
About the FirmOur Strategies
Every portfolio we manage owns stocks that we believe are undervalued and have above-average capital appreciation potential.
Our investment team screens each investible universe and performs fundamental research on long-term earnings and dividend growth potential. The resulting investments owned by each strategy are concentrated in nature and held on a long-term basis.
Overview of our Strategies
$24.6bn*
Assets Under Advisement
1983
Founded
100%
Employee-Owned & Operated
63
Industry Professionals
“We’re looking for catalysts that we think would be able to drive the earnings growth and multiple expansion story over the next three to five years because we’re long-term investors.”
Jim Cullen
CEO and Chairman
Jennifer Chang
Portfolio Manager, Executive Director
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