Everything we do is designed to create an environment that is conducive to making good investment decisions. This includes the freedom to make decisions without bureaucratic obstacles, mutual respect among team members, and competitive spirit and debate among team members who genuinely love the process of investing.
We agree with the notion that alpha is a zero sum game. Our edge does not come from access to unique information nor outmanning the competition in number of analysts. Rather, our advantage comes from the proprietary framework we have built over time to make efficient and consistent use of company data, while avoiding a pure quant mindset in our execution.
Seven CFAs and one trader comprise our investment team, led by CIO, Mark Eveans. The combined 191 years’ experience of this team means our perspective is shaped by more than the last market cycle. Each strategy team has a lead manager, who is responsible and accountable for all investment decisions. We have not lost a member of our Investment Team in over 15 years.
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