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“We believe investing in undervalued and overlooked assets, identified
through fundamental research, creates the opportunity to realize superior
total returns with higher income and less risk over time.”

Portfolio Construction

When we assume the management of an existing portfolio we work closely with the client to identify his or her investment parameters including risk tolerance and performance expectations.

Traditional Strategies

Equity Income and Value Equity strategies are managed by our best-of-breed sub-advisor.

Company Strengths

Aligning our interests with our clients is one of the single most important and distinguishing qualities of Stoneharbor Investment Group. We have the access and experience you need to be successful.