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Team
Strategies
Large Cap
Concentrated 30
Value 50
Domestic Ultra Concentrated
All Cap
All Cap 40
Yield
Small/SMID
Opportunistic Small Cap Value
Opportunistic SMID Cap Value
Diversified Small Cap Core
Asset Allocation
Compass
Offering Solutions
Client Specific Mandates
Thought Papers
Contact
Thought Papers
January 2021 – A Trader’s Perspective: Short Selling, Reddit, Robinhood and Recent Volatility in the Market
November 2020 – The Cases For And Against Future Inflation During The COVID Economy
September 2020 – Market Commentary
August 2020 – A Generational Opportunity for Active Value Investors Video
July 2020 – A Generational Opportunity for Active Value Investors
November 2019 – Generational Opportunity for Active Value-Oriented Strategies
September 2019 – Active vs Passive – The Age Old Debate
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Team
Strategies
Large Cap
Concentrated 30
Value 50
Domestic Ultra Concentrated
All Cap
All Cap 40
Yield
Small/SMID
Opportunistic Small Cap Value
Opportunistic SMID Cap Value
Diversified Small Cap Core
Asset Allocation
Compass
Offering Solutions
Client Specific Mandates
Thought Papers
Contact