We don't believe in sector rotation, market timing or chasing short-term trends. Using a proprietary process, we use a quantitative filter to narrow down thousands of securities into a handful of investments. By focusing on our thorough, unemotional and proprietary process, we let the numbers speak for themselves - it's better to base investment decisions on fact, not speculation. We're committed to adding value over the long-term by focusing on key characteristics that make investments stand out from the crowd.