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
PMs Richie Freeman and Evan Bauman share perspectives on how the current market compares with prior speculative periods.
PMs Robert Feitler and Dmitry Khaykin discuss the advantages of their approach to value: focus on earnings and buy opportunistically.