6730 N Scottsdale Rd Suite 230 Scottsdale, AZ 85253
6730 N Scottsdale Rd Suite 230 Scottsdale, AZ 85253
6730 N Scottsdale Rd Suite 230 Scottsdale, AZ 85253
Financial Professionals
A Disciplined Partner for Your Clients' Portfolios.
Advisers and platforms seeking a concentrated, conviction-driven approach. We serve as a disciplined investment partner, allowing you to stay focused on your client relationships and long-term growth.
Separately Managed Accounts built around a concentrated equity strategy
Proprietary 12-factor research process grounded in fundamental analysis
Direct access to the portfolio managers making investment decisions
Multiple strategies recognized with PSN Top Guns ratings
Financial Professionals
A Disciplined Partner for Your Clients' Portfolios.
Advisers and platforms seeking a concentrated, conviction-driven approach. We serve as a disciplined investment partner, allowing you to stay focused on your client relationships and long-term growth.
Separately Managed Accounts built around a concentrated equity strategy
Proprietary 12-factor research process grounded in fundamental analysis
Direct access to the portfolio managers making investment decisions
Multiple strategies recognized with PSN Top Guns ratings
Financial Professionals
A Disciplined Partner for Your Clients' Portfolios.
Advisers and platforms seeking a concentrated, conviction-driven approach. We serve as a disciplined investment partner, allowing you to stay focused on your client relationships and long-term growth.
Separately Managed Accounts built around a concentrated equity strategy
Proprietary 12-factor research process grounded in fundamental analysis
Direct access to the portfolio managers making investment decisions
Multiple strategies recognized with PSN Top Guns ratings
Access Our Investment Strategies
performance
What You Should Expect From Our Strategies
Long-Term Orientation
Our strategies are designed for clients with a long-term investment horizon. Our objective is to help clients remain aligned with their long-term financial goals across changing market environments.
Concentrated Portfolios
We manage focused portfolios built through a disciplined investment process backed by research.
Active Management
We offer active management of disciplined investment strategies based on our proprietary investment philosophy and research. Our objective is to help clients remain aligned with their long-term financial goals across changing market environments.
Capital
Investment Strategies That Transform.
Equity Strategies
New Era Value
Formally Equity Income
The New Era Value Strategy invests in high quality, large-cap stocks with attractive valuations, strong growth potential, and a growing dividend.
Dividend Growth
The Dividend Growth Strategy utilizes a bottom-up, fundamental investment approach with a primary focus on a competitive current yield and growing dividend income.
Equity Growth
The Equity Growth strategy invests in high quality large-cap stocks with attractive valuations where the primary objective is growth with secondary focus on income.
Macro Cycle Opportunities
The Macro Cycle Opportunities Strategy is a thematic portfolio designed to benefit from secular themes driven by economies in transition. The strategy invests in companies focused on five themes: Robotics, Space, Quantum Computing, Power and the Materials that make these transitions possible.
12 Best Ideas
The 12 Best Ideas Strategy is a low-turnover, high conviction, deeply concentrated portfolio that holds the 12 “best idea” positions from the Equity Growth and New Era Value strategies.
Income Strategies
Dynamic US Inflation
The Dynamic Strategy is a quantitatively based strategy that utilizes macroeconomic and financial information to create portfolios that seek to outperform the rate of U.S. inflation (measured by Consumer Price Index or CPI) over a full market cycle of 3-5 years.
Convertible
The Convertibles Strategy is a bottom up, value driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return. The strategy aims to maintain an average credit rating of BBB.
Fixed Income
The Fixed Income Strategy utilizes ETFs with underlying investments in fixed-income securities to create each portfolio. The primary objective of these portfolios is to seek a competitive current level of income, with a secondary objective of price appreciation.
Gain access to our investment strategy fact sheets designed for Financial Professionals.
Capital
Investment Strategies That Transform.
Equity Strategies
New Era Value
Formally Equity Income
The New Era Value Strategy invests in high quality, large-cap stocks with attractive valuations, strong growth potential, and a growing dividend.
Dividend Growth
The Dividend Growth Strategy utilizes a bottom-up, fundamental investment approach with a primary focus on a competitive current yield and growing dividend income.
Equity Growth
The Equity Growth strategy invests in high quality large-cap stocks with attractive valuations where the primary objective is growth with secondary focus on income.
Macro Cycle Opportunities
The Macro Cycle Opportunities Strategy is a thematic portfolio designed to benefit from secular themes driven by economies in transition. The strategy invests in companies focused on five themes: Robotics, Space, Quantum Computing, Power and the Materials that make these transitions possible.
12 Best Ideas
The 12 Best Ideas Strategy is a low-turnover, high conviction, deeply concentrated portfolio that holds the 12 “best idea” positions from the Equity Growth and New Era Value strategies.
Income Strategies
Dynamic US Inflation
The Dynamic Strategy is a quantitatively based strategy that utilizes macroeconomic and financial information to create portfolios that seek to outperform the rate of U.S. inflation (measured by Consumer Price Index or CPI) over a full market cycle of 3-5 years.
Convertible
The Convertibles Strategy is a bottom up, value driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return. The strategy aims to maintain an average credit rating of BBB.
Fixed Income
The Fixed Income Strategy utilizes ETFs with underlying investments in fixed-income securities to create each portfolio. The primary objective of these portfolios is to seek a competitive current level of income, with a secondary objective of price appreciation.
Gain access to our investment strategy fact sheets designed for Financial Professionals.
Capital
Investment Strategies That Transform.
Equity Strategies
New Era Value
Formally Equity Income
The New Era Value Strategy invests in high quality, large-cap stocks with attractive valuations, strong growth potential, and a growing dividend.
Dividend Growth
The Dividend Growth Strategy utilizes a bottom-up, fundamental investment approach with a primary focus on a competitive current yield and growing dividend income.
Equity Growth
The Equity Growth strategy invests in high quality large-cap stocks with attractive valuations where the primary objective is growth with secondary focus on income.
Macro Cycle Opportunities
The Macro Cycle Opportunities Strategy is a thematic portfolio designed to benefit from secular themes driven by economies in transition. The strategy invests in companies focused on five themes: Robotics, Space, Quantum Computing, Power and the Materials that make these transitions possible.
12 Best Ideas
The 12 Best Ideas Strategy is a low-turnover, high conviction, deeply concentrated portfolio that holds the 12 “best idea” positions from the Equity Growth and New Era Value strategies.
Income Strategies
Dynamic US Inflation
The Dynamic Strategy is a quantitatively based strategy that utilizes macroeconomic and financial information to create portfolios that seek to outperform the rate of U.S. inflation (measured by Consumer Price Index or CPI) over a full market cycle of 3-5 years.
Convertible
The Convertibles Strategy is a bottom up, value driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return. The strategy aims to maintain an average credit rating of BBB.
Fixed Income
The Fixed Income Strategy utilizes ETFs with underlying investments in fixed-income securities to create each portfolio. The primary objective of these portfolios is to seek a competitive current level of income, with a secondary objective of price appreciation.
Gain access to our investment strategy fact sheets designed for Financial Professionals.
The First Step
Discipline. Clarity. Trust.
Trust starts with a team that listens. A long term approach over short term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.
The First Step
Discipline. Clarity. Trust.
Trust starts with a team that listens. A long term approach over short term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.
The First Step
Discipline. Clarity. Trust.
Trust starts with a team that listens. A long term approach over short term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.
The First Step
Discipline. Clarity. Trust.
Trust starts with a team that listens. A long term approach over short term volatility. If you have questions about your portfolio, your strategy, or your future, let's talk.