Our experience shows that strong proprietary research is essential to value-added active management.

This “bottom up” approach to active management forms the foundation for thousands of investment decisions every year. And it helps ensure that we remain on the right side of changes impacting our U.S.-based clients—whether related to disruptive technology or market forces.

By meeting management teams face-to-face, we seek to understand how a company’s specific market strategies and company dynamics fit into this larger landscape of change. In these meetings we challenge our own preconceptions and those of the management team. This often results in penetrating dialogue with revealing insights.

Research is the lifeblood of our investment process, and as such it is critical to our ability to construct equity, fixed income, and multi-asset strategies that instill confidence in our clients.