Our Investment Principles

The below investment principles guide our decision-making process:

We champion investors.

• We believe that if investors win, we all win.
• We are independent minded which allows us to make investment decisions with the focus on helping investors meet their financial goals.
• Investment decisions are made with the end investor in mind.

We take a fundamental approach.

• We believe that fundamental factors, such as the quality of personnel and an investment’s future earnings will drive results.
• Powerful analytics and models are behind our research and portfolios, giving us the confidence to take a long-term perspective. 
• We stand firm behind our investment views, even if they are unpopular. This means being willing to ride out market volatility.

We believe that price matters.

• We anchor on an investment’s underlying intrinsic value rather than fleeting news, sentiment or momentum. 
• Focusing on the difference between price and intrinsic value enables investors to get more than they’re paying for. 
• We also believe controlling costs helps investors build wealth by letting them keep more of what they earn.