Our team takes a long-term, high-conviction approach to investing. We combine rigorous stock-specific research with a top-down thematic overlay and the integration of material environmental, social and governance (ESG) factors.
We believe that companies with high-quality management teams and a focus on sustainable growth are better positioned to outperform their competitors and the broader market over the long term. Investing in such companies at reasonable valuations is a crucial factor for client portfolios, driving our focus on durable and consistently high-return companies.
We apply a distinctive blend of top-down thematic analysis and fundamental, proprietary research. Our centralized yet diverse team prioritizes low volatility and downside mitigation, resulting in high-conviction, quality-biased portfolios.