Our research favors companies that have a dominant market share within their industry, possess a balance sheet that demonstrates financial strength and flexibility, and generate strong, consistent earnings. A history of treating shareholders equitably is also significant to us with a focus on companies that grow dividends yearly.
Bond portfolios play a critical role in most investment strategies, providing both a steady stream of income and preservation of principle. Our approach to bond management is designed to deliver attractive, after-tax return, while seeking to reduce the risk of the overall portfolio.
Our research group explores all major sectors of the bond market and conducts research with a focus on high quality. Our competitive trading methods seek to achieve the most favorable terms in bond transactions. This competitive trading is a significant benefit to our clients. Working with a large number of dealers helps us ensure beneficial trade execution, which can improve returns substantially.