long-only equity strategies for a primarily institutional client base. We invest in fewer holdings but maintain appropriate diversification as we seek to generate meaningful excess returns for our clients. Our goal is to outperform their benchmarks over the long-term, with a lower likelihood of permanent capital loss, and we invest in our strategies alongside our clients.
we rely on bottom-up stock selection, driven by our intensive fundamental research process. Our investment process is designed to help us assess whether potential investments have the high-quality attributes we seek and whether those attributes are likely to be sustained long into the future. Companies that meet our standards are difficult to find, leading to concentrated portfolios and material deviations from the benchmark.
Global
equity
Inception Date
October 1st, 2009
Target Number of Holdings
25-35
Expected Annual Turnover
5-10%
International
equity
Inception Date
January 1st, 2010
Target Number of Holdings
25-35
Expected Annual Turnover
5-10%
US
equity
Inception Date
April 1st, 2009
Target Number of Holdings
20-30
Expected Annual Turnover
5-10%
