Distinctly active solutions
Our investment strategies are designed to provide a differentiated source of alpha for your portfolios. Each solution is rooted in repeatable processes that have stood the test of time.
Continuity you can count on
Our well-defined, team-based investment philosophy ensures continuity and consistency across market cycles. Portfolios are managed according to the firm’s time-tested strategies and disciplined pricing frameworks – removing key-person dependency – so clients can rely on a stable and enduring process.
Capabilities
Multiple research engines, each unique in approach yet powered by rigorous fundamental analysis, support a full-suite of investment capabilities:
- Equities: Global, US, and Non-US
- Fixed Income: Global Rates, Credit, Securitized, and Municipal capabilities
- Specialized: International Small Cap, Equity Income
- Quantitative: Disciplined Value
- Multi-asset: Risk-Based, Target-Date
Proud to partner with you
We work with institutional investors and financial professional partners of all sizes across North America and Europe. We never lose sight of the trust placed in us by our clients and partners as we strive to provide best-in-class, differentiated results.
An eye toward the future
Our strong roots keep us grounded as we look to the future. That’s why we have continued to develop new ways to serve our clients. We are also proud signatories of the United Nations Principles for Responsible Investment (UN PRI) and aspire to adopt ESG principles where consistent with our duty to our clients.
Get to know us
We've held a longstanding position as advocates for investor protection and always doing what is best for our clients.
