We deeply value our clients, many of whom we have served for decades. Our promise to you is as follows:

• Manage investments with prudence, a long-term perspective, and the goal of providing returns better than those of the major indices and other institutional investors.
• Be accessible and listen to your questions and concerns.
• Stay true to our mandate of finding value in all market environments.
• Hold ourselves to the highest standards of ethical behavior.
• Communicate candidly about investment risks and costs as well as potential rewards.
• Maintain highly effective controls to protect the assets and confidential information entrusted to us.