We have purposefully built a firm with the structure, size, and approach that is equipped to fully serve long-term investors.

  • Boutique asset-management firm specializing in long-only value investing
  • Active, team-based investment approach driven by fundamental research and bottom-up security selection
  • $31 billion in assets under management as of September, 2014
  • Founded in 1980, based in Los Angeles, California
  • Privately held, with the majority of employees owning an equity stake in the firm
  • 59 total employees, which includes a 20-person research team
  • Clients include public plans, corporations, foundations, endowments, unions, sovereign wealth funds, sub-advisory relationships, financial intermediaries, and individuals
  • We offer strategies in separate accounts and mutual funds

 

VALUE EQUITY STRATEGIES INCOME STRATEGIES
Large Cap Diversified Value Capital Income
Large Cap Fundamental Value High Yield
Mid-Cap Value  
Small Cap Value
Small Cap Diversified Value
Global Value
Value Opportunities