Our Mission

We have applied our expertise in research and testing to develop a process to find the common elements that help stocks generate consistent performance in both strong and weak market conditions. This discipline keeps us objective and focused, and helps our clients achieve their investment goals.

guiding principles

  1. We believe that a rules-based investment approach increases an investor’s likelihood of generating superior returns over time. Our strategies are straightforward, logical and intuitive, and therefore are successful under a wide variety of market environments.
  2. We believe in the importance of applying rigorous risk safeguards to achieve long-term success for our investment strategies. We build these crucial elements into our process to help protect our clients from undue loss associated with an individual holding or sector, or prolonged exposure to weak market conditions.
  3. We believe that active management is the key to optimizing balance between superior returns and effective risk management. Our investment process never takes a day off!