A Modern Approach to Value Investing

We are a highly specialized investment advisor, dedicated to blending advanced data analytics with timeless value-investing principles.

How we invest

Our investment approach is grounded in identifying and capitalizing on mispricing opportunities to pursue returns that exceed benchmarks. Through a disciplined, bottom-up strategy, we build our equity portfolios by targeting companies we believe are trading below their intrinsic value.

How we make the difference

Value Investing

Our core strategy focuses on identifying undervalued assets in the market, aiming for long-term growth and capital preservation.

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Alternative Data

We leverage unique data sources and advanced analytics to gain insights that give us an edge in finding asymmetrical investment opportunities.

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Risk Management

Our approach emphasizes thorough risk assessment and mitigation strategies to protect and grow our clients' investments.

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Client-Focused

We tailor our investment strategies to meet the unique financial goals of individuals, small business owners, and institutions.

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Aligned Interests

Our success is directly tied to our clients' success, as evidenced by our impressive 82.15% Compound Annual Growth Rate (CAGR).

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World Class Support

Our boutique firm provides personalized, expert guidance to help clients navigate the complexities of public equity markets.

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How we can help

Personal Wealth Management

Personal Wealth Management

We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.

Wealth Management Services
Small Business 401(k) Services

Small Business 401(k) Services

We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.

Business 401(k) Services
Institutional Investing

Institutional Investing

We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.

Institutional Investing Services

A Trusted Voice in the Media

We are honored to be recognized by leading media outlets such as CNBC, Bloomberg, and Forbes. Our innovative solutions and industry insights continue to make headlines.

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Market Insights

In partnership withSeeking Alpha Logo
Blog
equities

Viasat (VSAT): A Mispriced Space Play with Asymmetric Return Potential

4 November 2024

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Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.