Strategy Highlights
Experienced Investment Team
Deep, tenured team with an established track record of strong relative performance, managing international equities for over 25 years.
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
- Invests in the stocks of companies with the potential for high returns or a path to high and sustainable returns, good free cash flow generation from company assets, and a defendable moat around company assets.
- Management utilizes a proprietary risk system with an extensive tool kit for providing a window into risk at a stock, sector, regional, and portfolio level.
- Individual stock positions are typically less than 5%, and sector weightings are no more than 25% or 1.5x the benchmark.
- Emerging-markets exposure is generally no more than 15%.
Vehicles Offered
Separate Account
Portfolio managed directly on behalf of an institutional client.
Private Funds
Pooled investment vehicle with periodic liquidity available to qualified purchasers.
Mutual Fund
Pooled investment vehicle available to individual and institutional investors.
Variable Insurance Portfolio
Pooled investment vehicle available only to separate accounts of certain insurance companies.
The Investment Team
By The Numbers
Investment Professionals
33
Years Avg. Industry Experience
21
Years of industry experience as of 01/01/2025.
