INVESTMENT PHILOSOPHY
Not Your Average Active Manager
Trends come and go. We stay true to the core principles that guide all of our investment decisions.
Skilled Active Managers
Can Capitalize on Market Inefficiencies
Our tenured teams have deep expertise managing investments through all types of market environments and the willingness to keep exploring, analyzing and vetting ideas until we believe they will make a difference in client portfolios.
Consistency is
Non-Negotiable
We faithfully adhere to our investment processes in all market environments. But consistency doesn’t mean lack of innovation. This foundation gives us a firm footing for exploring new approaches and making informed refinements in our strategies.
Collaborative, Motivated Teams
Produce the Strongest Results
We hire top professionals, organize them into nimble teams and incentivize them to add long-term value for our clients.
Investment Excellence is an Ongoing Journey
We continuously evaluate and refine our investment strategies, keeping our approach to fundamental research and quantitative modeling current — and our ideas fresh. The markets never stand still, and neither do we.
Learn More
Contact us today to learn more about our investment philosophy or read about our 30-year history in institutional asset management.
