VALUING GROWTH

We seek long-term growth of capital and protection against permanent loss of capital through ownership of sound businesses.

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GROWING VALUES

We align clients’ values with their investments by voting proxies to promote corporate accountability and responsibility in areas of social concern.

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Barksdale Investment & Research publishes U.S. Equity Value model portfolios, allowing advisors to reduce costs, improve tax efficiency, and tailor holdings to individual circumstances. We vote proxies so clients can impact ESG priorities while retaining their investment manager of choice.

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