Integrating Fundamental and Quantitative Research

Our integrated approach to research means that every strategy benefits from our dual perspective. The in-depth rigor of our fundamental analysis produces an understanding of companies and their intrinsic value. Our quantitative analysts systematically process vast amounts of empirical data, seeking to identify otherwise unobservable patterns and relationships. We are not the only investors to recognize the respective strengths of fundamental and quantitative research disciplines. But embedding both approaches into each of our equity strategies gives us a knowledge advantage that we believe helps us seek better investment results for our clients.

Majority Employee-Owned

We are majority employee-owned, with ownership distributed across our investment team and other members of the firm. Our independence helps align our interests with our clients’ interests and promotes organizational stability.

Long Track Record and Staff Tenure

Our investment team’s more than 30-year track record (including its tenure at a prior firm) reflects our commitment and success as a global investment manager. The portfolio managers who established our flagship international value equity strategy are at the firm today. Low turnover among our senior management and investment teams has fostered collaborative, informed decision making, and positions us for continuity and consistency as we manage our clients’ portfolios and our firm.