INVESTMENT PERFORMANCE

We pursue outperformance of benchmarks and peers through differentiated, in-house research and a risk-aware approach.

We believe that achieving high-quality performance for investors depends on combining sources of excellence:

Highly talented investors — Our size is an advantage, with ample resources allowing for our investment teams to develop key insights as well as a small feel that enables each team member to have a meaningful impact.

A positive and inclusive culture — Our culture emphasizes trust, flexibility, and ongoing skills development. We build diversity into teams to help them perform better and make stronger decisions.

A risk management framework — Our risk management process is based on the goal of excellent performance through the economic cycle. Our investment teams allocate risk budgets to areas of greatest insight, with an emphasis on mitigating downside risk.

4- and 5-star rated funds
Refinitiv Lipper Fund Awards