Security Analysis

We believe that we have a strong skill set in securities analysis in general, and in the case of common stocks we believe that we are skillful in finding opportunities that may not yet be recognized by the market.

We have amassed significant industry expertise across a number of sectors, including: Power Generation technologies, Oil & Gas; Industrial Companies; Real Estate/REITs; Restaurants/ Food Service; Business Services; Environmental Services; Construction/Cement; Retail; Latin America; Office Furniture; Electronic Connectors; Consumer Products and Services.

In addition, we have extensive experience as portfolio managers and in a supervisory role in investment research, which gives us the wider perspective that is so useful in judging the merits of individual securities.