ABOUT THIS STRATEGY

The strategy engages in bottom-up, fundamental analysis to identify high-quality growth companies. The team believes investing in such proven, high-quality companies leads to competitive returns with below-average risk over a market cycle.

INVESTMENT APPROACH

Concentrated, High-Conviction Portfolio with Long-Term Growth Focus
The investment team utilizes a multifaceted approach which 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.

Featured Insight