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.
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.
U.S. Growth Equity Team
Growth Investing With a Valuation Discipline
We believe many growth investors underappreciate the role of valuation in finding stocks that will outperform the market.
U.S. Value Equity Team
Capital Stewardship Focus
We believe that management teams that are good stewards of capital and employ it efficiently generally will grow their business over time and create shareholder value.
Fixed Income Team
Nimble Approach Seeks Compelling Opportunities
Our nimble approach emphasizes security selection among the 20% of the fixed-income market, which we believe offers compelling value opportunities.
Our active ownership culture creates long-term client relationships by helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.