Overview Products Services Investing with Us Institutional Site In our continuing efforts to provide quality service, we communicate with our institutional clients on a regular basis both in person and in writing. In Person. Our portfolio managers and client service representatives will meet with clients as often as the client requires. In fact, we will often proactively suggest meetings not only to discuss portfolio construction, composition and performance, but also client concerns, special areas where we may be of assistance, and the overall objectives and structure of the plan. In addition, portfolio managers and administrative personnel utilize our proprietary client database to record all client contacts and discussions. This ensures consistent, knowledgeable client service by all of the firm's investment professionals. In Writing. In addition to regular monthly and quarterly performance and portfolio appraisal updates, we provide a quarterly strategy letter, which typically focuses on broad business trends and general market activity. This letter gives us the opportunity to make insightful observations regarding investor behavior, market opportunities, or regulatory issues (to name a few) which we as value investors find of interest. Our hope is that each letter sheds a bit more light on our dedication to our own philosophy and process. To understand our company and our unique, consistent investment approach better, we encourage you to read archived quarterly letters on this web site. We believe that our outstanding long-term client retention rate is the best testament to our clients' satisfaction with both our performance and our service. |
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