Objectives
Keeping your interests at the forefront of our minds.
As we strive to deliver investing excellence, we have set three central objectives:
- Deliver strong absolute returns outpacing inflation, fees, and taxes
- Participate in strong market environments while limiting losses in difficult ones
- Achieve superior relative returns versus relevant benchmarks and peers
While we will not outperform in every portfolio in every time period, we are steadfast in our commitment to outperform in most portfolios in most time periods.
With these objectives in mind, we adhere to a disciplined, research-driven investment approach that includes:
Owning Complementary Asset Classes
- Combining assets that do not move in lockstep
- Managing in-house core disciplines; partnering with premier external managers for specialty needs
Thinking Globally
- Looking beyond any single geography for compelling investment opportunities
Making Proactive Recommendations
- Taking advantage of an ever-changing landscape
- Acting on the best thinking of our senior investment professionals through timely recommendations