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Our Investment Philosophy

  1. We believe that markets work. The capital markets do a good job of fairly pricing all available information as well as incorporating investor expectations about publicly traded securities.
  2. We believe that only long-term investing in the equity markets offers you a return that outpaces the effects of both inflation and taxes on your portfolio.
  3. We believe that risk and return are related. Our portfolios are structured to take advantage of the dimensions of risk offered by investing a measured portion in the small and value asset classes.These size and value effects are strong across global markets.

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Quarterly Economic UpdateFree Download
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