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.

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)

Past performance cannot guarantee future results. 

Figures are calculated using monthly data and are net of fees.

Risk Considerations: All investments are subject to risks, including the possible loss of principal. International investments can be riskier than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as specific country, regional, and economic developments. A growth or value approach to investing could cause underperformance as compared to other stock portfolios that employ different investment styles. Growth stocks tend to be more volatile than value stocks and their prices usually fluctuate more dramatically than the overall stock market. The intrinsic value of a stock with value characteristics may not be fully recognized by the market for a long time or a stock judged to be undervalued may actually be appropriately priced at a low level. Fixed income securities are subject to credit risk, liquidity risk, call risk, and interest rate risk. As interest rates rise, bond prices generally fall. The municipal bond portfolios will be highly impacted by events tied to the overall municipal securities markets, which can be very volatile and significantly affected by unfavorable legislative or political developments and adverse changes in the financial conditions of municipal securities issuers and the economy.

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