Diversifying a Portfolio by Growth Stages
Companies at different stages of the corporate lifecycle exhibit different risks and return characteristics, providing an opportunity to further diversify a portfolio.
KEY FEATURES AND POTENTIAL BENEFITS
Global portfolio of 60-100 stocks. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs.
Broad investment universe across market cap, region, industry, and corporate lifecycle.
Disciplined investment approach
Combines deep fundamental research with systematic inputs to consistently identify alpha opportunities.
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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.