Our Investment Philosophy
Intrinsic Value Investing
Natural human biases create market mispricings that can be systematically exploited
Asset Allocation is responsible for 90% of all risk/return of client portfolios
Extensive network of research sources drive
investment decisions
Institutional Experience
Our Founder, Scott Bondurant has over 25 years of experience in institutional asset management.
Scott advised many highly regarded managers, including Alliance Capital, American Century Investments, Texas Teachers Pension. At UBS Global Asset Management he managed over $2.5 billion in assets for investors, including The Alaska Permanent Fund, Sweden AP7 Pension, and The Netherland TKP Pension
Academic Rigor
Our Founder, Scott Bondurant earned a bachelors degree in History at Stanford University, MBA in Finance at Duke University and currently teaches "The History of Investing" at Northwestern University.
