Investment Management 2017-11-06T22:06:36+00:00

Our Philosophy

  • Concentration of positions
  • Long holding periods
  • Risk aware not risk averse
  • Collaborative across all asset classes
  • Benchmark-agnostic

We believe that a highly concentrated positioning of investments brings focus and discipline, leading to larger alpha outcomes over time vs. holding more securities to mimic and reduce “risk” to a benchmark. We are risk aware not risk adverse and collaborate across all assets classes. Longer holding periods and lower turnover prevent short term price reactions, providing our clients’ portfolios the time necessary for the investment thesis to unfold. Our concentrated and benchmark-agnostic approach allows us to deliver the most innovative solutions for our clients.

  • Concentration of positions
  • Long holding periods
  • Risk aware not risk averse
  • Collaborative across all asset classes
  • Benchmark-agnostic

We believe that a highly concentrated positioning of investments brings focus and discipline, leading to larger alpha outcomes over time vs. holding more securities to mimic and reduce “risk” to a benchmark. We are risk aware not risk adverse and collaborate across all assets classes. Longer holding periods and lower turnover prevent short term price reactions, providing our clients’ portfolios the time necessary for the investment thesis to unfold. Our concentrated and benchmark-agnostic approach allows us to deliver the most innovative solutions for our clients.

Our Process

Overlaying the unique process of each strategy is a process of collaboration. We believe that fixed income and equity professionals have expertise that can benefit both disciplines. Our Global-Multi Asset Strategy unites the team in daily informal discussions in addition to frequent investment committee meetings. Due to the concentrated nature of our strategies almost every idea is shared with all members of the team and vetted with ultimate decision-making authority resting with the lead portfolio manager of each Strategy.

CollaborationAcross Fixed Income & Equity GlobalMulti-Asset GlobalEquity TotalReturn ShortDuration EnhancedCash