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Research

We are committed to seeking opportunities that position our clients’ assets to increase in real value. We develop original equity research, then combine third party research and fixed income strategies to achieve this result. Understanding information and being able to interpret the implications of that information on a timely basis is critical to profitable investment. We draw information from various sources, including corporate executives, suppliers and competitors of firms whose securities we evaluate. We seek out firms offering uncommon value as well as comparative and competitive advantages to benefit from future economic, political and social trends. Our objective is to scrutinize and identify the investment opportunities for our clients’ gain.

We also have relationships with research institutions that augment our own analysis of companies as well as the global and U.S. economy with research and additional analysis. This enhances our ability to furnish our clients with an exceptional array of investment opportunities.