Investment Strategies

FOR INSTITUTIONS

Equity
Balanced
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Balanced

Balanced Foundation
Balanced Foundation II
Balanced Pension

Investment Approach

DISCIPLINED

BOTTOM UP

BENCHMARK-AGNOSTIC

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LONG-TERM QUALITY/VALUE INVESTING BASED ON RIGOROUS PROPRIETARY RESEARCH.

The value of an investment opportunity comes from the quality of a company’s business and the price we are willing to pay for it.

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KYLE COATSWORTH, CFA
VICE PRESIDENT, HEAD OF INSTITUTIONAL

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Contact Kyle

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