Our Research and Investment Teams
Led by Peter Boyle, our Chief Investment Officer, the investment team consists of thirteen analysts, nine of whom are CFA chartholders. Their strong proprietary research is the backbone of the performance our clients enjoy.
The term “team” is not used lightly. We take great pains to leverage our deep experience and knowledge. Individual ideas and research recommendations are challenged in a collegial environment with the group arriving at consensus regarding buy/sell decisions and proper valuation. Members of the team then implement these actions to the unique circumstances of each individual portfolio they manage. The result: separately managed portfolios that collectively benefit from superior research and individual judgment based upon knowledge of the individual client situation.
