Our Investment Teams

U.S. Growth & Core Equity Team

Quality Investing With a Valuation Discipline

We believe many investors underappreciate the role of valuation in finding durable businesses whose stocks can outperform the market.

U.S. Value Equity Team

Quality Fundamental Focus

We believe a focus on quality companies that are temporarily trading below historic averages, peer groups, and private market values, provides us with alpha-generating opportunities.

Global Equity Team

Integrated Fundamental and Systematic Process

We believe our systematic tools enhance our in-depth fundamental analysis, helping us improve investment outcomes for our portfolios and clients.

Emerging Markets Debt Team

Bottom-Up and Top-Down Analysis

We believe a combination of bottom-up and top-down expertise deepens our understanding of performance drivers, improving the decision-making process.

U.S. Fixed Income Team

Time-Tested Process, Tenured Investment Team

Our approach blends top-down risk budgeting with bottom-up security selection with a goal of delivering consistent, competitive risk-adjusted returns through differentiated exposures within fixed-income sectors.

Dynamic Allocation
Strategies Team

Geopolitical Analysis

Geopolitical developments can impact market and currency prices—and client portfolios—over the short- and medium-term. We use a game-theoretical framework to navigate these macro events.

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Enduring Partnership

Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.

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