- We are active managers who aim to capitalize on opportunities that arise when securities are mispriced.
- We identify investment opportunities through a differentiated and innovative investment process where fundamental, bottom-up analysis is key.
- We favor unrecognized growth companies with well-established or improving business franchises, balance sheets and management.
- Our proprietary research process integrates macro and dynamic Environmental, Social and Governance (ESG) perspectives in company analysis and valuations.
- Our long-term research horizon allows our deep pool of investment professionals to take a strategic view on a company’s growth outlook.
- Our experienced team of portfolio managers builds high conviction portfolios, tailored to client specifications targeting superior risk-adjusted returns over the long term where stock selection is the main driver of returns.
Our Value Add
- A concentrated, active portfolio constructed to maintain yield, conviction and suitable diversification.
- A long-term investment approach focused on total return, with no formal sector or regional constraints.
- Companies for the portfolio must be attractively valued, with long-term growth potential, and stand up to rigorous scenario analysis.
- Diversification of income and capital returns, and diversification across company revenue growth drivers.