WE ARE INVESTORS
With more than $1 billion in assets under management,
our job is to invest in companies we believe will increase in value over time.*
With more than $1 billion*
in assets under management,
our job is to invest in companies we believe
will increase in value over time.
How we invest
Our Team
Get better acquainted with us and how we can help you
Pictured from left to right:
CURT CONNERS, GWEN STACY, PETE PARKER, Mary Watson, Betty Brant
We create custom portfolios consisting of 35 positions. We are long-only, all-cap, opportunistic and unleveraged – and we don’t rebalance.
We create custom portfolios consisting of 35 positions.
We are long only, all cap, opportunistic, unleveraged – and we don’t rebalance.
There is no assurance any investment strategy will be successful. Investing includes risk including the possible loss of capital.
*Assets as of 11/05/2020.
*Assets as of 11/05/2020.
The real pleasure of one's life is the devotion to a great objective of one's consideration.
George Bernard Shaw
