The critical test of academic theories is if they can be successful in practical, market situations. We believe
that attention to detail and precise analysis are required
to garner superior portfolio performance. Our investment process is centered on finding an underlying economic rationale, sharp thinking, disciplined application, and
exact execution.

At Mellon Capital, we seek to analyze, predict, and explain market dynamics in order to maximize expected excess returns. We ask
the critical questions that help us identify the problems—and the solutions. Our judgments are based on classical valuation methodologies that help enable us to formulate strategic, quantifiable investment products that produce effective results.

Our investment philosophy, simply stated, is that markets ultimately reflect long-run fundamental value. Our strategies seek to exploit sporadic deviations from long- run fundamental value within and across global financial markets.