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Our Culture
Rooted in our values
Our shared values are foundational to our culture and guide how we behave, operate the firm, and interact with others.
- Integrity—We act in an ethical and transparent manner
- Client Alignment—We put our clients’ long-term interests at the center of our decisions
- Patience & Persistence—We take a long-term view toward investment and business decisions
- Collaboration & Team Decision Making—We embrace debate by deliberately engaging diverse, informed perspectives in an environment of mutual respect
- Individual Accountability—We think and act like owners
- Continuous Improvement—We relentlessly pursue excellence across all aspects of our business
Our clients deserve our best. We set the bar high, encourage a growth mindset, and work together tirelessly to deliver superior long-term investment results to those who have entrusted us with their financial well-being.