PHILOSOPHY
What do we believe about value investing?
Value is about perspective
Company value can be destroyed by poor management
Deep value opportunities require longer horizons
HISTORY
Founded in 1986 as an out-growth from a family office,
the mandate to our founders was clear:
Investor capital is precious.
Know what you own, own what you know.
Never forget the first responsibility.
INVESTMENT TEAM
Erick A. E. Sönne, CFA,
Senior Vice President
Research Analyst
Senior Vice President
Research Analyst
Gregg J. Powers
Chief Executive Officer
Chief Investment Officer
Lead Portfolio Manager
Chief Executive Officer
Chief Investment Officer
Lead Portfolio Manager
David A. Sissman
Co- Portfolio Manager
Managing Director of Research
Co- Portfolio Manager
Managing Director of Research
Andrew L. Martin
Co-Portfolio Manager
Senior Research Analyst
Co-Portfolio Manager
Senior Research Analyst
INVEST
Fundamental Research
Multi-Year Opportunity Horizons
Long-Term Capital Preservation and Growth
Tax Efficiency and Reduced Portfolio Turnover
Top-Tier Performance Over More than 30 Years of Managing Client Portfolios