Our Approach

We believe the value of active portfolio management is the conversion of active risk into alpha.

Our approach & view:

Seeking consistent outperformance requires both top-down and bottom-up expertise.

Teams of experienced professionals must use both quantitative and fundamental methods to identify value in both macro and idiosyncratic positions.

The search for value drives the investment process.

Purchasing securities and/or sectors that are undervalued increases the probability of positive investment outcomes.

A broader opportunity set results in better returns.

A portfolio’s risk-adjusted performance improves with an increase in the number of strategies employed in its management.

Risk management is key to long-term investment success.

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.