About Us: Overview

We are a boutique investment firm specializing in high-quality investment strategies. We have a 30-year history serving a diverse client base that includes corporations, endowments, foundations, public entities, taft-hartley clients, and mutual funds. Our unique approach is applied to an array of investment solutions, including small cap (domestic, international, and emerging markets), small-mid cap, mid cap, large cap, all cap, and global yield strategies. Based in Los Angeles, our firm has 87 employees and $12.8 billion in assets under management.

November 04 2016

News: The Wall Street Transcript Interviews Jon Christensen on KAR’s Small Cap Sustainable Growth Strategy

Jon Christensen, Portfolio Manager and Senior Research Analyst, discusses KAR’s Small Cap Sustainable Growth Strategy and the firm’s focus on high-quality businesses with sustainable competitive advantages. Read more.