- Our clients have asked us for bespoke investment solutions to achieve superior benchmark relative returns in various markets.
- We seek to understand the return drivers for each market that we invest in.
- Each investment strategy is treated uniquely, but we use certain fundamental building blocks such as value, growth and our portfolio construction methodology in each strategy.
Our Value Add
- Our client-specific solutions are for investments in MLPs, Global Natural Resources, Smart Beta, and Special Situations.
- Experienced team of investment professionals have successfully managed portfolios together since 1996.
- Each of the solutions are tailored to our clients' needs, which are integrated into all aspects of research, portfolio construction and risk control.
Chris Cao, Ph.D, CFA