Overview
Our investment philosophy is based on three core principles, built on decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value for our investors.
Fundamental Investing
We rely on sound economic theory and analysis to help us deliver long-term, repeatable results.
Systematically Applied
A disciplined methodology underlies everything we do. Our investment process, built over 20 years, is based on a continuous process of design, refine, test, repeat.
Thoughtfully Designed
In portfolio construction, risk management and trading, we seek additional value for our clients. Using both qualitative and quantitative tools, we’re meticulous in every detail of the investment process.
Equities
For 25 years, our goal has been to build portfolios that deliver active returns within a risk-controlled framework. We apply our systematic approach across our strategies, catering to the widespread investment needs of our clients.
Single-Style
Strategies that provide pure implementations of individual styles, such as defensive, momentum and value.
Multi-Style
These strategies harness the diversification and potential return benefits of investing in multiple well-known styles in an integrated fashion.
Enhanced
These strategies seek to generate consistent excess returns over an equity benchmark. They combine established and proprietary signals based on rigorous research.
Relaxed Constraint
Strategies that build on Enhanced but broaden the implementation through use of limited shorting in a 130/30 context while remaining beta-1 products.
3-Alpha
These strategies extend our Enhanced capabilities by adding dedicated country and currency models, seeking to capture additional alpha opportunities.