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Investment Approach (Process (Qualify, Deep Dive, Decision, Final decision…
Investment Approach
Process
Qualify
Deep Dive
Decision
Final decision is made by PM
Generate Ideas
Clients
HNW Legacy
Institutional (Consultant)
Institutional (Client/Rep)
HNW New
Philosophy
Concentrate on best ideas
Classic fundamental, research-driven value
Think...and act...long-term
Team
PM
Jeff
Ben (SC PLUS)
Analysts
Andrew
Eugene
Ben
Dean
Strategies
Other
All Cap
Large Cap
Balanced
Fixed
Small Cap
Classic Value | Small Cap PLUS
Classic Value | Small Cap FOCUS
Classic Value | Micro Cap
Classic Value | Small Cap
Stock ideas
Values