ABOUT THIS PORTFOLIO
The strategy engages in bottom-up fundamental analysis to identify high-quality growth companies. The team believes investing in proven, high-quality companies leads to competitive returns with below average risk over a market cycle.
WHY INVEST IN THIS PORTFOLIO
Concentrated, High-Conviction Portfolio With Long-Term Growth Focus
The investment team utilizes a multifaceted approach that includes a bottom-up qualitative and quantitative assessment, supported by our top-down economic and investment outlook.
Experienced Team With Time-Tested Investment Philosophy
Rather than operating as a star system in which one portfolio manager has final say, the team operates by consensus with all investment decisions being discussed as a team, while final decision-making responsibilities lie with the portfolio managers.
Durability of Concept
Will not capitulate to transient market themes.