Our philosophy is built on the following foundation:

  • A firm belief in active management
  • Fundamental bottom-up analysis of all investment opportunities
  • Thematic investing
  • Prudent risk management
  • Continuous monitoring of the macro environment and its impact on expected risk and return across all asset classes to ensure client portfolio construction has highest probability of meeting their objectives

Risk management is an integral part of our investment process and a critical component of the way we analyze investment opportunities. We start with risk management in mind, as having a prudent and thoughtful approach to the different potential risks within an investment adds to the resiliency of portfolios in turbulent times.

Philosophy & Approach