ABOUT THIS PORTFOLIO
An actively managed equity portfolio that seeks compelling outperformance by investing in REITs and real estate related businesses. Our emphasis on local property market knowledge combined with a repeatable, disciplined investment process seeks to provide defensive growth, diversification relative to broad equities and fixed income, and dividends for investors.
WHY INVEST
High-Conviction: An actively managed, all-cap strategy investing in REITs and real estate related securities that seeks defensive growth, diversification relative to broad equities and fixed income, and dividends
Differentiated Approach: A differentiated approach to research and portfolio construction, focused on opportunities across the asset class, including alternative uses of real estate and off-benchmark holdings
Real Estate Expertise: Team of real estate specialists that leverage local insights and industry relationships while seeking to generate attractive risk-adjusted returns
