KEY FEATURES AND POTENTIAL BENEFITS
Concentrated portfolio of 40 to 70 stocks offers high active share.
Broad investment universe emphasizes leading companies in terms of products, services, and execution across market caps—from smaller, “local champions” to global leaders.
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.