Highlights of our strategy include:

  • Traditional bottom-up, buy-and-hold philosophy based on rigorous due diligence
  • High-conviction, low-turnover portfolios
  • Focus on quality across company management and fundamentals, balance-sheet strength and corporate governance
  • Collaborative idea generation and team-based investment decisions
  • Benchmark-aware, not benchmark-driven
  • Recurring meetings with company management with consistent philosophy and process across all managed equity strategies

How we’re different:

  • Process: Company meetings are the bedrock of our philosophy and process, followed by a focus on quality and price; we never invest in a company we have not visited
  • Proprietary research: Deep analysis allows us to know companies thoroughly with company visits and analysis rotated across team members
  • People: Investment teams are located in offices around the world, leveraging local expertise combined with our global views