About Us: Our Clients
We are honored to serve like-minded and long-term investors across three channels:
Financial Advisors
One investment philosophy. Four strategies.
Our philosophy rests on three propositions:
1. A sustained commitment to a portfolio of what we believe to be Exceptional Growth Companies will generate attractive returns over time.
2. We must let the power of compounding accelerate the returns of Exceptional Growth Companies over the long term.
3. To stay focused on Exceptional Growth Companies, we must be benchmark-agnostic; we do not make any investment decisions based on the composition of an index.
Following that philosophy, we manage four investment strategies, which come in both separately managed account and mutual fund vehicles.
Institutional Investors & Consultants
Building Portfolios - And Relationships - For the Long Term
Exceptional results don’t come easy. They are the product of hard work, endless determination, tireless study and passionate commitment. Our time-tested process may not be for every institutional investor–and that’s okay. Our goal is to help deliver the Exceptional for investors who share our philosophy.
For nearly four decades, we have helped institutions build their assets and fund their liabilities. You can access our strategies through separately managed accounts or mutual funds. And you can count on us to help deliver the Exceptional service institutional investors demand.
Individual Investors
Determined to deliver the Exceptional
Exceptional results don’t come easily. They are the product of hard work, endless determination, tireless study and passionate commitment. Our time-tested process may not be for everyone–and that’s okay. Our goal is to help deliver the Exceptional for serious long-term investors. That’s the right choice for us and for our clients.
For four decades, we have helped individuals like you to build their wealth. You can access our strategies through several mutual funds or, if you prefer, through your financial advisor.
Financial Advisors
One investment philosophy. Four strategies.
Our philosophy rests on three propositions:
1. A sustained commitment to a portfolio of Exceptional Growth Companies will generate attractive returns over time.
2. We must let the power of compounding accelerate the returns of Exceptional Growth Companies over the long term.
3. To stay focused on Exceptional Growth Companies, we must be benchmark-agnostic; we do not make any investment decisions based on the composition of an index.
Following that philosophy, we manage four investment strategies, which come in both separately managed account and mutual fund vehicles.
Institutional Investors & Consultants
Building Portfolios - And Relationships - For the Long Term
Exceptional results don’t come easy. They are the product of hard work, endless determination, tireless study and passionate commitment. Our time-tested process may not be for every institutional investor–and that’s okay. Our goal is to deliver the Exceptional for investors who share our philosophy.
For nearly four decades, we have helped institutions build their assets and fund their liabilities. You can access our strategies through separately managed accounts or mutual funds. And you can count on us to deliver the Exceptional service institutional investors demand.
Individual Investors
Determined to deliver the Exceptional
Exceptional results don’t come easily. They are the product of hard work, endless determination, tireless study and passionate commitment. Our time-tested process may not be for everyone–and that’s okay. Our goal is to deliver the Exceptional for serious long-term investors. That’s the right choice for us and for our clients.
For nearly four decades, we have helped individuals like you to build their wealth. You can access our strategies through several mutual funds or, if you prefer, through your financial advisor.