Our approach & view:
Teams of experienced professionals must use both quantitative and fundamental methods to identify value in both macro and idiosyncratic positions.
Purchasing securities and/or sectors that are undervalued increases the probability of positive investment outcomes.
A portfolio’s risk-adjusted performance improves with an increase in the number of strategies employed in its management.
We take active risk that is consistent with client objectives, the strategy, and our outlook. We seek to avoid negative surprises by focusing on the implementation processes and governance.