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
Our offerings
We offer access to the experience of tenured professionals with extensive investment advisory experience:
1 ROIC is return on invested capital.