Our competitive advantage is the integration of experience with a systematic process, producing strong performance.

1. The investment team has extensive institutional investment experience, with professional relationships that predate the firm. We have been applying the investment strategy and process to the management of portfolios for a long time.  
    
2. The investment process is disciplined, systematic and stable. This process incorporates a valuation screening model to identify inefficiencies in how stocks are valued relative to company financial metrics and to other stocks, fundamental analysis to create a mosaic of companies and industries, and optimization that drives portfolio construction to generate incremental return while managing risk.  
    
3. The result is diversified portfolios of attractive securities that can be expected to generate returns in excess of the benchmark. The scalable and stable process promotes consistency of results as assets grow.