Fundamental investing is our heritage, our strength, and is ingrained in our success. We've excelled as stock selectors in diverse market conditions for over 20 years. By leveraging experience and our independent view, we have developed an investment process that enhances our research with internally developed tools that are innovative, efficient, and effective at exploiting pricing inefficiencies in public markets. Our approach is benchmark agnostic and is designed to produce high active share portfolios with the potential to generate asymmetric returns.

We deliver our conviction to clients through our COR3 Equity Strategy - a curated portfolio of capital allocation opportunities focused on U.S. small- and mid-cap companies. Our strategy functions as a versatile asset, either as a standalone allocation or a compelling satellite to existing equity portfolios, whether they are active or passive.