Our Firm

A Tradition of Value

As defensive value specialists, we look to invest in high quality companies with strong management teams, stable balance sheets, and durable competitive advantages that are trading at attractive valuations. We seek to achieve excess returns over full market cycles, with less risk than our benchmark and peers as measured by standard deviation, beta and down market capture.

OUR THREE-STEP INVESTMENT PROCESS

Investment-Process

A Seasoned Investment Team

Perkins has focused on building diversified portfolios of what we believe to be high-quality, undervalued stocks with favorable risk/reward characteristics for over 35 years. All our portfolios are managed by tenured professionals who collaborate to provide process consistency over time.

LEADERSHIP

INVESTMENT TEAM