Our Investment Philosophy

We invest with high conviction, adhering to proven and repeatable investment strategies, always managed in the best interest of our shareholders.

 

Consistent and Repeatable Strategies

We understand that markets are volatile. Our strategies strive to dampen risk and preserve capital during turbulent times and to give our investors the best chance to achieve returns that are balanced, mindful of downside risk and sustainable over the long run.

Highly Disciplined Management Style

We adhere to our proven investment strategies, in all types of market conditions. With history as our guide, we believe that investing success comes from choosing and holding quality stocks, and we simply won't allow media headlines, short-term market fluctuations, or emotions to distract us from our long-term objectives.

“Fads and emotions have no place in our investment process.”
Neil J. Hennessy, Chief Investment Officer

Transparent Process

Our investment process is clearly defined and wholly transparent. We believe investors deserve to know exactly how their money is being invested, which is why we disclose our investment strategies, full portfolio holdings, and risk metrics.

Tenured Management Teams

Each of our portfolios is managed by a team of tenured and talented investment professionals. Their deep experience provides the confidence to maintain concentrated, high-conviction portfolios.

Proven, Long-Term Performance

Our funds have a proven track record of performance. We don't expect the portfolios to outperform in every time period, rather our strategies were developed with long-term results in mind.

Unwavering Commitment to Shareholders

We serve our shareholders with integrity, honesty, and candor, and we manage our portfolios with their best interest in mind. We maintain high ethical standards, and we refuse to manipulate short-term results or participate in "window dressing.”