WE ARE QUANTAMENTAL MANAGERS,

while fundamental factors are critical, we ultimately believe that quantitative implementation, guided by investment professionals, leads to the most effective portfolio management.

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WHO WE ARE

WE ARE ACTIVE MANAGERS

We believe our investment process adds value through the construction of concentrated portfolios.

WE EMPHASIZE MANAGING RISK

It’s in our screening, our research process, and portfolio management.

WE BELIEVE INCOME IS IMPORTANT

Income can provide a cushion to volatility in the marketplace.

WE SEEK TO AVOID BIAS

We are not thematic investors—we are
data driven.