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The Firm was founded in late 2018 and is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser under the U.S. Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training.
The descriptions on this website generally summarize the Firm’s basic investment style and methods of securities selection as regards common stocks and American Depositary Receipts (ADRs). For these or other instruments, the Firm may make exceptions from its basic investment style, for example, preserving the opportunity to take advantage of short-term trading opportunities with respect to stocks already in a client’s portfolio. In addition, the Firm may invest in other securities including in particular fixed income securities for managed accounts. More generally, the Firm may tailor how it invests for managed accounts in order to serve the specific needs, goals and constraints of the individual client.
More information about the Firm and its investment strategies is contained in the Firm’s Form ADV and Customer Relationship Summary as filed with the SEC. You can obtain a copy of the Firm’s Form ADV either by calling the Firm at (212) 410-1800 or from the SEC website: www.adviserinfo.sec.gov. If you wish to view the Firm’s Customer Relationship Summary, you can do so by clicking here.
The Firm’s investment strategies are subject to risks. Information on some of these risks is set forth in the Firm’s Form ADV. You should consider these risks carefully before investing with the Firm.
The Firm does not provide legal or tax advice. You should consult with your own professional tax advisers about the tax consequences for you of the Firm’s investment strategies.
The information in this website is subject to change.Neither the SEC nor any other regulatory authority have verified or confirmed the information in this website.
ADDITIONAL DISCLOSURES:
Investment process, strategies, philosophies, portfolio composition and allocations, security selection criteria and other parameters are current as of the date indicated and are subject to change without prior notice.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology-to the extent applicable). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm
This website may include opinions and forward-looking statements. All statements other than statements of historical fact are opinions and/or forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the beliefs and expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such beliefs and expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements. All expressions of opinion are subject to change. You are cautioned not to place undue reliance on these forward-looking statements. Any dated information is published as of its date only. Dated and forward-looking statements speak only as of the date on which they are made. We undertake no obligation to update publicly or revise any dated or forward-looking statements.
Certain links may let you leave the Adviser’s website. The linked websites are not under the control of the Adviser and we are not responsible for the content of any linked website or any link contained in a linked website, or any changes or updates to such websites. Adviser is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement, investigation, verification or monitoring by us of such third party website.
Any references to outside data, opinions or content are listed for informational purposes only and have not been verified for accuracy by the Adviser. Third-party views, opinions or forecasts do not necessarily reflect those of the Adviser or its employees.
Unless stated otherwise, any mention of specific securities or investments is for illustrative purposes only. Adviser’s clients may or may not hold the securities discussed in their portfolios. Adviser makes no representations that any of the securities discussed have been or will be profitable.