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
ESG in COVID Times: Doing the REIT Thing
How COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
Is There a Market Beyond Tech?
Market gains have been concentrated in large-cap tech stocks in 2020. But many other companies are adapting to a digital-first economy and/or have solid fundamentals.