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OUR SHARED INVESTMENT PRINCIPLES

ACTIVE, FUNDAMENTAL APPROACH

We believe we can add the most value with an active, fundamentally driven process.

OWNERSHIP

Our investment professionals approach each investment as long-term owners, and they invest heavily alongside our clients. With every employee an owner of company shares their first day, we promote an ownership mentality throughout the firm.

LONG-TERM

We are long-term oriented in both our investment analysis and the management of our business.

VALUATION DISCIPLINE

We invest with a valuation discipline. We believe in taking an ownership stake in an investment at a discount to what we believe it is worth and waiting patiently for value to be realized.

CAPACITY DISCIPLINE

We are committed to capacity discipline. We believe prudent capacity management puts our clients’ interests first.

 

OUR COMMITMENT TO INVESTMENT SUSTAINABILITY

As stewards of client capital, we are committed to generating excellent investment outcomes for our long-term partners. Through our deep, fundamental research, we thoroughly evaluate all material risks and opportunities that could impact the value of an investment over the long term, including issues related to sustainability and ESG factors.

More on Sustainability

ASSETS UNDER MANAGEMENT
$30.1 BILLION 1 As of August 31, 2021

$MM
U.S. Equity
Large Cap (closed to most new investors) 20,471
Small-Mid Cap (closed to most new investors) 3,088
Mid Cap 1,102
Small Cap 604
All Cap Select 434
Large Cap Concentrated 52
Alternatives
Long-Short 2,087
International Equity
International 21
Global 17
Fixed Income
Short Duration Securitized Bond 1,434
Core Bond 647
Additional Fixed Income 2 152

1 Includes assets from privately offered vehicles.

2 Includes assets from non-marketed separate accounts.

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