Overview

My partner and I are active managers. We invest our time looking technically and fundamentally at the investment universe utilizing top both top down and timing to maximize client performance. We have very good client engagement in the investment process and we tend to keep our clients for a very long time. My partner has his C.I.M and together our partnership has been together for over 20 years. About 80% of our business is from 20% of our client base, and therefore we have time to build our client base further. We are aiming to increase assets to $75-$100 million in next 5 years.

Last Activity
6 months or more

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