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The Chartered Financial Analyst (CFA) designation is an international professional certification offered by the CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations.  To become a CFA charter holder, candidates must pass each of the three six-hour exams, possess a bachelor’s degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience.  CFA charter holders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.

Warren Buffett is a self-described value investor. Value investing is a strategy that involves purchasing securities that appear to be underpriced in the market based upon fundamental analysis of those securities.

ESG (Environmental, Social and Governance) is a long-term investment strategy that considers environmental, social, and corporate governance. We seek to minimize potential downside risk through the analyses of material non-financial factors and implementation of both positive and negative ESG screening. Factors include environmental and sustainability reporting and transparency, regulatory, litigation and reputation risk, shareholder interests and brand integrity, board structure, accountability and executive compensation, and select negative screening.



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