A focus on quality
- All teams share a similar focus on stable, consistently profitable companies with strong valuations
- We believe sustainable high-quality names will outperform with a long-term investment horizon
A culture of collaboration
- Each equity team embraces a collective approach appreciating the value of diverse perspectives and healthy debate in forming highest convictions
Fundamental research
- We believe in the value of proprietary bottom-up analysis and active management
- We rely on first-hand, on-the-ground research, company visits, and engagement where relevant to help realize potential
A holistic view
- Understanding the importance of all forms of capital and risk factors that don’t show up on balance sheets-culture, management, regional considerations, thematic and competitive advantages
U.S. Equity
A focus on quality earnings and identifying strong valuations through bottom-up analysis.
We are conservative growth investors focused on achieving long-term capital appreciation, resulting in portfolios characterized by below-average turnover.
U.S. Equity
A focus on quality earnings and identifying strong valuations through bottom-up analysis.
We are conservative growth investors focused on achieving long-term capital appreciation, resulting in portfolios characterized by below-average turnover.
International Equity
Combining rigorous company level research conducted by on-the-ground investment professionals with an acute focus on risk management.
Our International Equity team is comprised of members located in Hong Kong and Europe. We believe this regional insight is critical for an understanding of cultural and economic nuances across Asia and Europe.
International Equity
Combining rigorous company level research conducted by on-the-ground investment professionals with an acute focus on risk management.
Our International Equity team is comprised of members located in Hong Kong and Europe. We believe this regional insight is critical for an understanding of cultural and economic nuances across Asia and Europe.
Global Equity
We believe extra-financial factors determine long-term shareholder value creation.
Great businesses create contingent assets not reflected in typical financial metrics. We look for financially strong companies based on a comprehensive evaluation of financial and ex-financial factors, which we believe are not appropriately captured by market valuations.
Global Equity
We believe extra-financial factors determine long-term shareholder value creation.
Great businesses create contingent assets not reflected in typical financial metrics. We look for financially strong companies based on a comprehensive evaluation of financial and ex-financial factors, which we believe are not appropriately captured by market valuations.
Emerging Market Equity
A holistic view of long-term thematic opportunities
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.
Emerging Market Equity
A holistic view of long-term thematic opportunities
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.
Asian Equity
A deep, fundamental research approach towards identifying high quality companies throughout Asia.
The 11-person Asian Equity team is based in Hong Kong and manages Asia Pacific and International strategies.
Asian Equity
A deep, fundamental research approach towards identifying high quality companies throughout Asia.
The 11-person Asian Equity team is based in Hong Kong and manages Asia Pacific and International strategies.
1Diversification spreads risk but doesn't guarantee profits or eliminate losses.
