Our Principles

  1. We submit that active portfolio management today demands a new, modern and integrated investment approach
  2. We submit that sustainability factors can no longer be ignored
  3. We submit that portfolio construction requires the use of contemporary tools
  4. We submit that security selection demands harnessing the collective brainpower of the world’s fundamental analysts and all sources of potential alpha
  5. We submit that managing intended and unintended risk requires leading edge design
  6. We submit that minimizing transaction costs demands pre and post-trade analytics
  7. We submit that our clients are entitled to fully transparent risk and return attribution reporting and stringent adherence to investment guidelines