INVESTING PRINCIPLES

Investment Approach

Investment belief system

We believe in:

  • Active management, through security selection, adds value over time.
  • Our disciplined, repeatable processes, utilizing a combination of fundamental and quantitative analysis, allow us to find the right companies at the right time.
  • Dedicated portfolio teams that act quickly and decisively on new information.
  • Risk-adjusted returns as the best measure of success.
  • Investment professionals' compensation aligned with clients' investment performance.
  • Our commitment to best execution in trading minimizing costs for our clients.

Investment Strategies

Our investment teams are guided by well-defined, repeatable investment processes and are dedicated to fully invested, active management approaches.

Asian Equity

Our Asia teams construct portfolios of diverse holdings by identifying and investing in companies with accelerating growth characteristics and other improving fundamentals. Our acceleration factors allow us to more effectively identify companies in the beginning stages of their growth cycle. This, combined with detailed fundamental analysis and a strict buy/sell discipline, is designed to help us generate excess returns over time.

Growth Equity

Our Growth teams are guided by the belief that the stock market will reward companies whose earnings and fundamentals are improving at an accelerating rate. We strive to identify these positive corporate change dynamics through fundamental and quantitative research and security selection techniques. We develop risk-controlled portfolios with the goal of superior growth versus relevant benchmarks.

Value Equity

Our Value equity strategies are built on the belief that undervalued businesses have the potential to provide solid, risk-adjusted investment performance. We use fundamental research to identify and invest in quality companies that we believe are trading below their fair market value.

Our real estate securities strategies employ both top-down and bottom-up components to invest in equity securities issued by real estate investment trusts and companies engaged in the real estate industry.

Disciplined Equity

Our Disciplined equity product line offers a variety of strategies designed to produce superior risk-adjusted returns relative to their benchmarks. Our strategies systematically capture behavioral and other market inefficiencies through an unbiased, multi-factor approach in a structured, risk-controlled process.

Fixed Income

Our Fixed-income strategies are managed and structured to achieve superior performance through the active identification and selection of sectors and securities within a relative value, risk-aware framework. This approach is designed to generate consistency of performance and lead to risk-adjusted excess returns over time.

Asset Allocation

Our Asset Allocation team manages multi-asset class portfolios. This includes portfolios that target specific levels of risk exposure, portfolios that manage risk exposure toward a target date and portfolios that offer protection against inflation.