U.S. Growth and Core Equity

What We Believe

We believe investing in quality companies whose stocks are mispriced enables us to outperform over time. Our intense focus on finding companies with strong managements, sustainable business models, and attractive financials helps us identify durable business franchises that can sustain growth and/or returns on capital for a long period of time.

Because we believe the price you pay for an asset matters, we seek to purchase quality companies when their stocks present attractive risk/reward opportunities. Our experienced analyst team develops long-term fundamental forecasts, incorporating a range of potential outcomes for each investment candidate. To those fundamental forecasts, we apply multiple valuation methods. In doing so, we believe we can build a more complete picture of what a company is worth and what investors should be willing to pay for a stock.

Why This Matters

It is a common misconception that an investor can outperform the market by simply investing in the stocks of high-quality companies. We believe many growth-oriented investors underappreciate the role of valuation in finding stocks that will outperform the market.