Diversified Dividend
A total return strategy that seeks to provide upside participation with better downside preservation over a full market cycle.
Capabilities Equities
Delivering strong active capabilities across an opportunity set that spans regions and styles.
Why institutional investors partner with us
Institutional investors count on our proven approach to building highly active, differentiated equity portfolios across markets and investment styles.
High conviction
We seek to deliver our best ideas to clients through high conviction portfolios backed by our strong, active capabilities and rigorous risk management approach.
Broad opportunity set
In addition to our US lineup spanning the style and market-capitalization spectrum, we have a long heritage of uncovering alpha through our global, international, and emerging market strategies.
Experienced, empowered teams
Our strategies are managed by teams of seasoned professionals who have the independence to pursue alpha and are part of a collaborative culture that fosters sharing ideas.
Featured capabilities
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Global Focus
Seeks capital appreciation in a concentrated, unconstrained, style-agnostic global portfolio.
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Mid Cap Growth
Invests in premier growth companies in the mid-cap space.
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Small Cap Core
An “all weather” strategy focused on identifying small-cap companies with superior execution and quality management teams.
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Large Cap Value
A contrarian, high-conviction strategy that seeks to uncover deeply undervalued large cap stocks
Latest insights
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