Our investment research process consists of fundamental analysis by a highly experienced team of investment professionals who are held directly accountable for the investment performance.
Our research-intensive, bottom-up process seeks strategies with superior and sustainable longer-term earnings prospects (core), supplemented by special situations (opportunistic holdings) boasting excess risk-adjusted returns.
Our equity research process emphasizes developing a mature research relationship with companies we invest in, or the managers that are stewarding our clients' assets. Our portfolio managers and analysts virtually meet with hundreds of companies’ managements each year to evaluate them first hand. With low turnover and high conviction, our long-term approach allows us to get to know our companies and managements well.
Our fixed income specialist carefully analyzes a broad range of corporate and government issues, as well as tax-exempt municipal securities.