Strategy Highlights
Experienced Investment Team
Deep, tenured team with an established track record of strong relative performance managing equities.
High Quality
The strategy seeks to identify quality businesses which are growing, consistently deliver high returns and gross margins, with lower leverage relative to our benchmark.
Flexible Approach
Active positioning across sectors, regions, and market caps to balance opportunity and risk in changing market environments.
Portfolio Highlights
- Seeks to invest in quality companies with sustainable competitive advantages, at reasonable valuations, with stable to improving operating strength.
- This strategy seeks to offer balanced exposure across the style spectrum, which we believe may enable the portfolio to benefit from opportunities presented by a diverse range of stocks, while avoiding any specific biases that could result in prolonged headwinds.
Vehicles Offered
Separate Account
Portfolio managed directly on behalf of an institutional client.
Mutual Fund
Pooled investment vehicle available to individual and institutional investors.
The Investment Team
By The Numbers
Investment Professionals
35
Years Avg. Industry Experience
21
Years of industry experience as of 01/01/2025.