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 $22.3 BILLION
as of September 30, 2020

By Strategy
$MM
Strategy Assets (MM$) % of AUM
Large Cap 12,627 56.7
Small-Mid Cap 2,366 10.6
Long-Short 1,960 8.8
Corporate Credit 1,571 7.1
Short Duration Securitized Bond 1,024 4.6
Mid Cap 858 3.8
High Yield 546 2.5
Small Cap 478 2.1
Core Bond 434 1.9
All Cap Select 365 1.6
Large Cap Concentrated 24 0.1
Global 14 0.1
International 14 0.1

Strategies

Long-Only Equities

Alternatives

Mutual Funds

Fixed Income

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