
STRATEGIC INVESTING
Our strategic investing approach is driven by independent thinking and guided by thoughtful research.
A legacy of purpose.
We work every day to do right by our clients, so they can invest confidently toward their financial futures.
Assets Under Management
$1.46
TRILLION1
Clients and Shareholders Served in
51
COUNTRIES
Avg. Investment Experience
22
YEARS2

We believe in strategic investing. Since 1937, the combination of our talented people and disciplined processes has enabled our clients to invest confidently to reach their goals.
Head of Investments and Group CIO

We invest for the long term with our clients’ best interests and goals in mind. We don’t overreact during periods of market volatility, nor do we chase the latest fads in the marketplace. Rather, we trust in our deep proprietary research, which is the core of our proven process.
Portfolio Manager
1Preliminary data as of March 31, 2020. Subject to adjustment.
2Experience for all investment professionals. Data as of March 31, 2020.
3Investment professionals as of December 31, 2019.
All amounts shown in U.S. dollars.
All data as of December 31, 2019, unless otherwise stated.