Investment Philosophy

We fundamentally believe that clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our ultimate goal is to deliver outperformance with a portfolio that is right for you.

Long-term focus

We are long-term, value-based investors focused on building diversified portfolios that outperform over the long term. We develop an asset allocation that is carefully aligned to each client’s investment objectives and risk tolerance, and we use active managers where we expect they will deliver above-market returns, net of their fees.

Partnership with investment team

Our high-touch investment approach starts with the partnership between you and your investment team. Teams learn intimately what their clients’ specific goals and constraints are to ensure that the risk level in their portfolios aligns with their long-term investment objectives.

Deep global resources

Our global investment team of nearly 300 investors averages 18 years of industry experience across all asset classes and is on the ground in most major financial hubs. With thousands of investment options to consider, we believe it takes extensive resources and commitment to find the investments that have the most significant potential to deliver excess returns.

Using our scale to your advantage

We use our market presence and scale to help us access best-in-class investment ideas and negotiate more favorable fees and terms for our clients to maximize the impact those managers can have in their portfolios.

Alignment of interests

As an independent firm, we have no other business agendas competing for our best ideas, and our decisions are motivated only by your interests. We want our clients to feel confident that our investment decisions are motivated only by what we believe will help them achieve their investment goals.