Discovering value, off the beaten path^®

Our approach

We employ a bottom-up, fundamentally driven investment approach called Absolute Value^® which seeks to generate attractive, sustainable returns over the long term, with an emphasis on minimizing downside portfolio risk.

About us

We are a boutique institutional asset management firm located in Louisville, KY – a dynamic city, ideally situated 738 miles from Wall Street^®.

We are passionate, disciplined, and collaborative. For more than 25 years, we’ve served a mix of institutional investors around the world, offering solutions to meet client-specific needs.

Small Cap Value

Value oriented portfolio of small cap equity holdings; Russell 2000 Value benchmark

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings; Russell 2500 Value benchmark

Mid Cap Value

Value oriented portfolio of mid cap equity holdings; Russell Midcap Value benchmark

Large Cap Value Select

Value oriented portfolio of large cap equity holdings; Russell 1000 Value benchmark

Dividend All-Cap Value

Value oriented portfolio of all cap equity holdings paying high and growing dividend yields; Russell 3000 Value benchmark

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Our people

Our most valuable asset is our people. Our team is experienced and unified by a commitment to our clients, associates, and community.

We are dedicated to enhancing representation throughout our organization because we believe diversity is at the core of all highly effective teams.

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By the numbers

$10.1B+

Total assets

As of September 30, 2024. Total assets include assets under management as defined by GIPS® ($8.1B) and advisory-only assets ($2.0B).

Investment strategies

We manage eight value-oriented investment strategies.

100+

Client accounts

We serve institutional investors around the globe, and we offer a variety of investment solutions.
We’ve served clients on four continents and in 16 countries.