ABOUT THIS STRATEGY
The strategy seeks to invest in secularly growing, high-quality companies that the team believes can provide attractive long-term returns. Using a concentrated, high-conviction and benchmark-agnostic approach, the strategy is managed with a long-term, absolute-return mindset.
Targets are not guaranteed.
Glossary
INVESTMENT APPROACH
Pure active management
Seeks to invest in only high-quality companies that exhibit strong secular growth and robust ESG characteristics. Strict valuation discipline applied and constructed without reference to a benchmark.
“Hold forever” mindset
The team looks for companies that, at the right valuation, could be held in the portfolio forever. The strategy seeks to deliver attractive long-term returns.
Environment that avoids distractions and short-term pressure
The team seeks to remove the influence of short-term market noise and focuses on enhancing long-term decision making.
Featured Insight
Equity Perspectives
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
