Equity
We are bottom-up, fundamental investors; as such, we invest with conviction where we believe we have differentiated views and insights. We are mindful of risk; therefore, we are constantly asking: are we being compensated for bearing risk? We accomplish this in one of two ways: by uncovering different or better information, or by interpreting information differently. We then marry the differentiated, fundamental research process with a disciplined approach to valuation in an effort to uncover the most promising investment opportunities.
Equity Perspectives
Insight from our equity teams to help clients navigate the markets and opportunities ahead.
CAPABILITIES
Emerging Markets
Global Real Estate
U.S. Small Mid Cap Growth
U.S. Mid Cap Growth
U.S. Small Cap Growth
U.S. Core
LATEST INSIGHTS
COVID-19: Analyzing Approaches to Mental Health
The COVID-19 crisis has brought many issues in society to light, with individuals being impacted by the pandemic in varying ways.
The End of an Era: Emerging Markets Prepare for a Post-Globalization World
With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.
Deconstructing Sustainable Design
Companies that can adapt their business models to address rising demand for sustainable products may succeed in the long run.