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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.
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