EN Other
  • AUM $583 million
    (September 30, 2018)
  • Inception Date 2011
  • Vehicles Available
    • Separate Account
 

Investment Philosophy

  • 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.

Portfolio Managers

 Chris Cao, Ph.D, CFA

Chris Cao, Ph.D, CFA

 Michael Farrell

Michael Farrell