Carefully building long term wealth through risk-balanced returns
We customize, core portfolios with a focus on risk mitigation for individuals, families, businesses and charities. We work with multiple generations of family, forging strong relationships that span decades.
Our Philosophy & Process
We’ve found over the course of our careers that companies representing great values are not always initially exciting—one reason they may be overlooked by other investors. These companies may have good franchises, strong balance sheets and attractive dividend yields. Often, they are in the earliest stages of a positive transformation, driven by a catalyst such as a change in management, a potential acquisition or a nascent market trend. These catalysts can help unlock a company’s value; and seeking to identify them before their value becomes apparent to the market is the key to our investment process.
Investor Insights: Mike Emmerman on Risk Tolerance
Mike Emmerman, Portfolio Manager, KSE Value Group, shares his response to the most pressing question he hears from clients.
Highlights1
$1.6bn
Assets Under Management
3
Senior Investment Professionals
35+
Years Team Avg Industry Experience
1 As of September 30, 2024
This material is intended as a broad overview of the portfolio managers' current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.
Firm history includes the history of all firm subsidiaries, including predecessor entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, and product specialists and team dedicated economists/strategists.