Philosophy

Striving for excellence with a clear philosophy to guide us.

As we work to achieve our objectives, a clear philosophy guides us:

Research: We rely on independent quantitative and qualitative research, viewing them as complementary inputs into important decisions.

Collaboration: Our size and unique culture facilitate collaboration among the 80-plus members of our investment team – including analysts, portfolio managers, traders, and support staff – ensuring the best thinking is reflected in our portfolios.

Discipline: In setting investment strategy, we believe in taking risk only when it is accompanied by attractive reward potential.

Innovation: Driven by a desire to find better ways to serve our clients, we focus on developing new ideas rather than limiting ourselves to conventional thinking.

Conviction: Our independent research effort gives us the confidence to challenge consensus and to stand by our conclusions.