We are an 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 94 employees and $27.8 billion in assets under management.
A frequently used phrase by one of our founders, Mr. John Anderson, it is a mantra that sums up our commitment to maintain the highest level of integrity and honesty in our approach to our work, our colleagues and, most importantly, our clients.
Our success depends on the trust and confidence our clients have in us. We take the time to understand their needs and expectations, and we put that front and center.
It is important that we show respect and regard for all people at all levels. We celebrate diversity, inclusiveness and empowerment. We encourage our team to continue learning, develop professionally and pursue their passions inside and outside of work.
Analysis is by far the most important part of what we do. Our goal is to truly understand our clients, and the companies and strategies in which we invest. We do this by asking questions: To them, to ourselves and to each other.
Asking more questions only works when there is open and honest communication. It is the key to effective collaboration and better decision making.