Year in Review: Milestones and Momentum

We are living in a time marked by both tremendous opportunities and significant challenges. As a firm, we remain steadfast in our commitment to maintaining excellent client partnerships, continuously improving our service, and pursuing investment strategies aimed at generating alpha.

As we continue to evolve, our focus is on deepening our client relationships by operating in the same markets as our clients. We are investing in our global client solutions team, expanding our geographic footprint, and strengthening our research capabilities to deliver insights and investment ideas that support our clients’ pursuit of strong portfolio performance. We are also investing in financial technologies and artificial intelligence to better serve our clients every day.

While we embrace innovation and change, the core of what we do will not change. We will continue to pair seasoned senior investors with clients to build bespoke portfolios tailored to their specific needs. This approach has defined us for generations, and it will remain at the heart of our work going forward.

Thank you for your continued trust and partnership, and I hope you enjoy reading about the ways we’re investing in our capabilities.