An investor-centric ownership, a principle-based investingTM approach, and a process representing the next generation of financial services:
- Ownership: Because we are owned by a Trust, excess profits are reinvested into the firm or used to reduce investor fees. Our success is shared.
- Approach: Our philosophy is rooted in time-tested principles. We believe this framework positively skews ones chance of long-term success.
- Process: Our strategies are systematic, blending value, quality, and momentum characteristics in transparent and cost-effective investment solutions.
*An investor may not invest directly in an index such as VIEQX. In addition, emerging markets investments may expose investors to risks not typically associated with similar investments in more developed markets. The classification of a country as an "emerging market" is generally based on the relative economic, political and social development and is by necessity subjective.