Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.
Focused strategies that emphasize growth and reflect our highest convictions
Dividend-oriented strategies geared to providing high and growing income streams
Risk-aware strategies that seek consistency with an emphasis on downside protection
Environmental, Social and Governance factors guide strategies to make an impact
Scott Glasser and Jeff Schulze highlght risks and opportunities for the market and economy over the rest of 2020.
The market has potentially mispriced the earnings and risk premium impact of COVID-19 on infrastructure assets.
2Q20 Commentary: We continue to closely evaluate existing holdings and source new ideas, using volatility to add companies participating in secular growth trends.
PMs Robert Feitler and Dmitry Khaykin discuss the advantages of their approach to value: focus on earnings and buy opportunistically.