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Our Approach

Authentic Active Management

Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.

Client-Focused Solutions

We offer strategies focused on three primary client objectives in our areas of proven expertise: high active share, income solutions and low volatility.

ESG Integration

ESG integration is a part of how we conduct fundamental research and defines how we think about companies considered for investment in all client portfolios.