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Advisors who partner with us have more time to succeed through a focus on delivering the most holistic client experience.
Tikehau Capital is an asset management and investment group which invests in private debt, real-estate, private equity and liquid strategies.
Capitol Advisor On Technology is a Laurel, MD-based company in the Financial Services sector.
Bluegrass Capital is a Conway, AR-based company in the Financial Services sector.
Investment managers often excel at thinking creatively but fail to act on their ideas consistently. Computers and models are the opposite – they aren’t creative – but they can enforce disciplined testing and implementation. Our investment philosophy is to utilize the strengths of each. Our investment team generates ideas for identifying cheap or expensive stocks, drawing on academic work in accounting and behavioral finance as well our own internal research. We use a quantitative process to test and implement these ideas, removing emotion from buy and sell decisions. Blending fundamental research with systematic implementation is critical because even the most talented investors struggle to remove emotional and cognitive biases from their decisions.