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.
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