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
1Q20 Commentary: A vigorous policy response should help avoid a worst-case outcome and accelerate a recovery.
1Q20 Commentary: We took advantage of historic volatility to reposition the portfolio and enhance its long-term growth profile.
1Q20 Commentary: Volatility enabled us to increase our focus on more resilient sectors less exposed to transactional consumer business.
PM Aram Green discusses portfolio positioning and risk management in response to the coronavirus outbreak.
Senior Portfolio Manager Nick Langley discusses current market conditions and what they mean for investors.