Chairman and Portfolio Manager
Constant, never-ending improvement, or as we refer to it, CNEI, is at the forefront of what we do, to keep our teammates motivated and constantly seeking additional ways to better ourselves, each other, and the Firm. This operating philosophy is intended to be both focused on big picture goals and everyday details. It’s not just a concept, but also mindset.
CNEI goals capture individual milestones that all of us are trying to achieve over the course of the year. Whether that be personal or work related, we always are encouraging our teammates to find a way to make themselves better.
From a personal standpoint perhaps an individual, a teammate, wants to work on their overall wellness. From a work perspective we’re always encouraging our teammates to think about ways to increase their industry knowledge and educational opportunities. What’s interesting is that they’re all unique in nature, but we’re all putting our best foot forward to achieve this on a day-by-day basis. We believe that having these stretch goals motivates and challenges our team, which bolsters camaraderie across our organization, and increases overall engagement.
As an entrepreneurial organization, the concept of constant never-ending improvement is an important part of who we are—always looking for ways to grow. Our team members, as a result, are individuals that are more engaged, empowered, happier, and more effective.
Ultimately, we believe that constant, never-ending improvement helps ensure that we’re delivering on our mission of superior investment results and outstanding client service.
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