Our Investment Approach

Our Investment Approach

Macroeconomic Regime

We analyze multiple sources of information and lines of evidence to inform our view of the global investing landscape and its prevalent risks.

Asset Allocation

We seek areas with sustainable long-term growth and optimally diversify the portfolio across asset classes, regions, sectors, and currency exposures

Security Selection

We use a systematic and empirically based approach to narrow the universe, then utilize bottom-up fundamental analysis to uncover high-quality companies, with excellent growth prospects at attractive prices.

Portfolio construction

Portfolios are stress tested under a broad array of market environments to identify vulnerabilities, while correlation analysis ensures risks are balanced

Portfolio Monitoring

Ongoing portfolio monitoring is critical to our due diligence process.

Risk Monitoring

Risk is managed at all levels – from portfolio construction to security selection - is key to building long-term resilient portfolios.