As an independent investment management firm, our focus is on delivering lasting value to our clients. We place our fiduciary duty to our clients at the top of our corporate objectives, and we invest the capital you entrust to us with the same care that we invest our own capital.

ASSETS UNDER MANAGEMENT $22.4 BILLION
as of October 31, 2020

By Strategy
$MM
Strategy Assets (MM$) % of AUM
Large Cap 12,566 56.0
Small-Mid Cap 2,377 10.6
Long-Short 1,901 8.5
Corporate Credit 1,735 7.7
Short Duration Securitized Bond 1,055 4.7
Mid Cap 859 3.8
High Yield 581 2.6
Small Cap 489 2.2
Core Bond 458 2.0
All Cap Select 364 1.6
Large Cap Concentrated 23 0.1
International 13 0.1
Global 13 0.1

Strategies

Long-Only Equities

Alternatives

Mutual Funds

Fixed Income

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