Investment Approach

  • Carefully constructed portfolio of the portfolio manager's highest conviction investment ideas supported by our deep pool of U.S. equity analysts.
  • Core style targeting attractive opportunities across the investable universe irrespective of growth or value style. 
  • Investment process that leverages the stock selection capabilities of our global research team;  emphasizes fundamental bottom-up stock selection;  is combined with an in-depth valuation assessment; has rigorous portfolio construction. 
  • Active risk management process integrated throughout our analysis.
  • Focused Large-Cap approach with stock selection as the primary source of value added.

Current Year Performance

Past performance cannot guarantee future results. All investments are subject to risks, including possible loss of principal.

1 Net annual returns reflect the deduction of a 3.00% annual wrap fee which is the maximum anticipated wrap fee deducted from the “pure” gross composite returns. Actual fees may vary. “Pure” gross returns are presented before the deduction of expenses and all other fees, but may include transaction costs. Returns include reinvestment of dividends and capital gains. 

Team (As of 12/31/2019)

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