Always on and ready to capture alpha.
Equity investing unbound by market silos and tuned to the interplay of market signals.
As an independent asset manager and a team of free-thinkers, we’re able to take in a wide range of opportunities, explore stock ideas thoroughly and work together to deliver consistent risk-adjusted performance. Our research combines multiple inputs including ESG factors, applying quantitative and qualitative criteria to individual securities, resulting in highly selective portfolios that seek to outperform over the long term.
A flexible, focused equity portfolio that explores investment opportunities from around the globe and across market capitalization. The strategy executes a bottom-up, fundamental research process to identify and select quality, undervalued businesses with a defined path to success and value creation.
Global Equity Strategies
The Global Opportunities Strategy has the flexibility to pursue investment opportunities from around the world and across market capitalization. The team applies fundamental research to identify companies that we believe have quality business models, trading at a discount to long-term intrinsic value, and have a defined path to success.
A focused, diversified international equity portfolio that includes promising companies from both developed and emerging markets outside the U.S. The strategy executes a rigorous, fundamental research process focused on buying sustainable businesses with sound business fundamentals, trading at a discount to their intrinsic value and a defined path to success.
International Equity Strategies
The International Equity Strategy employs a rigorous bottom-up research process to identify promising stocks of non-U.S. companies in both developed and emerging markets with sound business fundamentals trading below their intrinsic value. The concentrated core portfolio typically holds 45 to 70 mostly large cap stocks diversified by sector, industry and geography. Our three-basket approach to portfolio construction ensures style diversification in an attempt to reduce volatility.
Emerging Markets Equity
The Emerging Markets Equity Strategy employs a bottom-up, fundamental approach to investing, and targets a core return profile across the market cap spectrum, focusing on the strong businesses that are attractively valued and have well identified paths to success.
Emerging Markets Equity Strategies
The Emerging Markets Equity Strategy employs a bottom-up, fundamental approach to investing, and targets a core return profile across the market cap spectrum, focusing on strong businesses that are attractively valued and have well identified paths to success. A defining aspect of the strategy is a three-basket approach to portfolio construction which mitigates benchmark-relative risk, ensures a balanced style exposure and allows stock selection to be the main alpha driver.
Personal ESG Portfolios
Active, Integrated ESG Investing
– Personalized for You
Investing with ESG criteria can mean different things to different people. Why not create a portfolio that reflects your priorities and values?
We offer two U.S. equity portfolios that invest in small and mid-capitalization companies. The Small/Mid Cap Growth strategy applies fundamental analysis to identify high quality companies in the early stages of their growth and which we believe will deliver attractive risk-adjusted returns over the long term. The Small/Mid Cap Core portfolio is a diversified strategy to include industry leading stocks, but also includes companies with consistent and emerging growth characteristics.
U.S. Equity Strategies
The Small/Mid Cap Core Strategy employs rigorous bottom-up, fundamental analysis to identify high quality companies which we believe will deliver attractive risk-adjusted returns over the long term. Consisting primarily of U.S. companies, the portfolio is diversified to include basic value stocks, consistent earners, and emerging franchises. The strategy focuses primarily on companies in the mid- and small-capitalization range.