We are what most people would call value investors. Read our investment philosophy statement here.

You may find one of Jon Shayne’s articles, Of Physics and Finance, of interest.

Jon co-wrote, with the late Prof. Larry Soderquist, an article in the May, 1995, issue of the Vanderbilt Law Review. The abstract for that article, “Inefficiency in the Market for Initial Public Offerings,” is here.

We are happy to send more information, including performance, on request.

If you would like an online copy of our federal regulatory filings, go to the website of the U.S. Securities and Exchange Commission here. Or, contact us for a copy of our regulatory disclosure brochure.

Jon’s blog is here:

Jon Shayne's Blog