Institutional
Investors
Investment
Professionals
Individual
Investors
  • Privately
    Controlled
    and
    Independent

    Independence frees us to take the
    long-term view. That way, the only
    thing that guides us is a commitment
    to doing right by our clients.

    Privately 
Controlled 
and 
Independent
  • Morningstar
    Recognizes
    Value Team

    Value Team Chosen as Finalists
    for 2014 U.S. Domestic Stock
    Fund Manager of the Year.

    Morningstar  Recognizes  Value Team
  • Profits
    With a
    Purpose

    Doing good is in our company's DNA.
    Every year, more than 40% of our
    profits go to support research to help
    cure genetically based diseases such
    as cancer, diabetes and dementia.

    Profits 
With a 
Purpose
  • Pure Play
    Business
    Model

    Money management is all
    we do. No competing businesses.
    And nothing to distract our
    focus from your success.

    Pure Play 
Business 
Model
Morningstar Announces Value Team as Finalists for 2014 U.S. Domestic Stock Fund Manager of the Year. Learn more

Who We Are

We're rooted in building relationships. The kind of long-term relationships that can only happen when there's trust. When there's a consistent track record of delivering results. And when the ultimate measure of our performance is our clients' success.

What Sets Us Apart

  • Performance Focus

  • Pure Play Business Model

  • Profits With a Purpose

  • Privately Controlled and Independent

Learn more