We use a disciplined approach anchored in comprehensive assessments of valuation, fundamental, and market technical factors.

We believe these characteristics are determining factors that drive above market returns over time. In our view, these stock characteristics should be intuitive considerations for all investors.

By focusing on these attributes, rather than chasing short-term price movements in the stock market, our process strives to produce differentiated sources of return over the long term.

Our thematic investment offerings seek to deliver long-term value to address a range of investment objectives for our investors.

Our offerings include strategies with a focus on sustainable investment themes, seeking to produce both competitive market-rate returns alongside sustainability-linked outcomes.

We also manage strategies with faith-based or other thematic-based exclusions.