Your potential is our purpose.
We don’t just react to markets; we anticipate them. Our investment team takes a proactive, forward-thinking approach, constantly analyzing trends and adapting strategies to help your investments thrive.
We use qualitative and fundamental proprietary research to build models and support our assumptions.
Within each of our actively managed funds, we seek to stay true to the fund’s investment style box.
We have a strong conviction in consistent, long-term investing over short-term trading.
Our integrity drives a history of funds that have received a 4- or 5-star Overall Morningstar RatingTM based on risk-adjusted performance.
We exhibit the humility to engage with others who think differently.
We use data and research to support our methods of thinking and defend our viewpoints.
We use qualitative and fundamental proprietary research to build models and support our assumptions.
Within each of our actively managed funds, we seek to stay true to the fund’s investment style box.
We have a strong conviction in consistent, long-term investing over short-term trading.
Our integrity drives a history of funds that have received a 4- or 5-star Overall Morningstar RatingTM based on risk-adjusted performance.
We exhibit the humility to engage with others who think differently.
We use data and research to support our methods of thinking and defend our viewpoints.
Our experienced asset managers are deeply immersed in their industries of focus. They apply an active management approach to long-term success, viewing the world through the lens of the future to adapt in the present. Together, they help expertly form and manage a team of more than 140 investment professionals with:
Over 80% of our fund managers have more than 10 years of service
of our fund managers have the Chartered Financial Analyst designation, an advanced degree, or both
Over 50% of our fund managers have more than 20 years of investment experience
We’re proud of what our funds and our company have accomplished. We continue to strive to win your respect through the pursuit of consistent, positive performance.