FIRM P
ROFILE
Established management team together for 25 years
Utilize bottom-up investment approach
Disciplined buy and sell process
Founded in 1972 in San Francisco
   

DISTINGUISHING FEATURES

Staff of 8 investment professionals
Investment staff has 18 years average experience
$2.6 billion in managed assets as of 12/31/00
Total staff of 24
   
PRODUCTS
Income Equity Management
Growth Equity Management
Fixed Income Management
Balanced Management
   
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