High conviction, multi-cap core portfolio
Our strategy is focused on free cash flow and capital structure evaluation, which allows our fundamental analysis of individual companies to drive investment decisions.
Our Philosophy & Process
We construct a multi-cap core equity portfolio that is diversified across market capitalization, sector and style. Our bottom-up strategy allows our fundamental analysis to drive investment decisions. Portfolio construction is an important component of our investment process and consists of three distinct investment categories: Special Situation, Opportunistic and Classic investments.
Our philosophy is based on fundamental research and disciplined valuation analysis. Through our research, we assess a company’s business prospects and understand its position within the relevant context of both sector and industry. Our strategic and differentiated valuation analysis focuses on free cash flow and return on invested capital. We incorporate detailed reviews of company balance sheets, cash flow statements and income statements.
We remain committed to the rigorous filtering of new investment ideas, our continuing research and the ongoing evaluation of our clients’ existing investments.
Years of Investment Experience for Senior PM
Assets Under Management
30 – 40
Meet the team
1 As of September 30, 2023.
This material is intended as a broad overview of the portfolio managers’ current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.
Firm history includes the history of all firm subsidiaries, including predecessor entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, product specialists and team-dedicated economists/strategists.