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Who We Are
We are a majority employee-owned investment advisory firm based in Richmond, Virginia.
Our singular purpose is to manage long-term equity portfolios for our diverse client base.
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What We Do
We invest with a long-term perspective primarily focusing on downside protection.
We strive to maximize investor return and minimize potential loss by applying a principled and disciplined process that relies on facts, not speculation.
Our Investment Principles
We view equity ownership in the same pragmatic manner in which a conservative, rational business owner would if they were buying the company.
Quarterly Commentary
Our investment team shares their most recent views on market dynamics and portfolio performance.
Learn MoreListen to Our Audio Commentary