Talented investors working within a risk management framework to pursue excellent performance over market cycles.
Skilled and motivated professionals serving investors, financial professionals, and consultants.
Considering environmental, sustainability, and governance factors in operating our business and researching markets to invest in.
Supporting and facilitating an environment that embraces our differences and respects our individual uniqueness.
Navigating a competitive industry landscape with experience and a long-term vision of performance, efficiency, and accountability to investors and business partners.
Client's investment objectives, asset allocation, and portfolio holdings are reviewed with our experienced portfolio managers and client service associates.
Our size is an advantage, with ample resources allowing for our investment teams to develop key insights as well as a small feel that enables each team member to have a meaningful impact.
Our culture emphasizes trust, flexibility, and ongoing skills development. We build diversity into teams to help them perform better and make stronger decisions.
Our risk management process is based on the goal of excellent performance through the economic cycle. Our investment teams allocate risk budgets to areas of greatest insight, with an emphasis on mitigating downside risk.