Offensive and Defensive Quality
Focusing on both offensive and defensive quality helps our analysts identify durable businesses in the pursuit of better portfolio outcomes.
KEY FEATURES AND POTENTIAL BENEFITS
Quality growth companies
The investment team seeks to invest in structurally advantaged companies that can sustain a higher level of growth for a longer period of time than the market expects.
The strategy’s focus on the long term helps the investment team exploit inefficiencies derived from the short-term focus of other investors.
Concentrated, conviction-based portfolio
A portfolio of 30 to 40 stocks in which active position sizes are based on the team’s level of conviction in the investment thesis for the company.
View All Our Strategies
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.