Our Values

Our values define our commitment to each other and to our investors. Alongside one another, we commit to integrity, a family spirit, and excellence.


We can’t take others where we haven’t gone ourselves, especially when we are seeking to change the world. As individuals, we believe in and personally practice our investment philosophy, which is essential to pursuing our mission and stewarding the trust of our investors.


We pursue excellence in every aspect of our work – we are committed to learning and constantly working to hone our craft. Bringing excellence to our work is the best way that we love and serve our customers.

Family Spirit

Together we can achieve more than we can alone. We promote a sense of team and family across the company by recognizing the value of each individual’s contributions to our success and by caring for fellow employees personally.