We believe we can add the most value with an active, fundamentally driven process.
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.
We are long-term oriented in both our investment analysis and the management of our business.
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.
We are committed to capacity discipline. We believe prudent capacity management puts our clients’ interests first.
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.
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1 Includes assets from privately offered vehicles.
2 Includes assets from non-marketed separate accounts.