We are a value based investment boutique. Since 1976, the keys to our success have been: a focus on fundamental bottom-up research, a consistent investment process and a commitment to generating superior risk-adjusted returns.
Our Mission Statement To earn a superior risk-adjusted return for our clients over the long-term by providing value-added products through our proprietary Private Market Value (PMV) with a Catalyst fundamental research. By earning returns for our clients, we will be earning returns for all our stakeholders:
- Our Shareholders
- Our Professional Staff
19 July 2017 – GMP Initial Public Offering
19 February 2015 – GVP Initial Public Offering