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
2Q20 Commentary: We expect a sluggish recovery due to a weak labor market and the reticence of consumers to spend.
2Q20 Commentary: We have added cyclicality and consolidated positions to be more leveraged to a recovery.
2Q20 Commentary: A coterie of companies benefiting from the transition to work-from-home policies were stellar performers.
PMs Robert Feitler and Dmitry Khaykin discuss the advantages of their approach to value: focus on earnings and buy opportunistically.
Portfolio Manager recognized for her success with the Large Cap Growth Strategy.