Philosophy

We believe that consistent outperformance can be delivered by integrating systematic stock evaluation, in-depth fundamental research and disciplined risk management. We believe our clients are best served with an investment approach that is transparent and repeatable.

Principles of our Approach

• Positive Fundamental Momentum — our team focuses on stocks that have positive fundamental trends, including earnings and revenue growth, improving cash flows and margins, and increased return on invested capital.
• Minimize unintended risks — we seek to generate performance (alpha) through bottom-up stock selection, minimizing the potential impact of unintended style bias, sector concentrations, or macroeconomic risks relative to the primary benchmark.
• Team-based management — the lead portfolio managers are supported by a team of sector portfolio managers with in-depth experience in their respective sectors who help oversee all elements of managing the portfolio.