We seek competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable fundamental strengths, sustainable competitive advantages and compelling valuations.

Investment approach

  • Our investment approach seeks to identify durable businesses that possess a unique combination of fundamental strength, sustainable competitive advantages and compelling valuation.
  • We believe that sustainable strategies can drive a company's financial performance and long-term security valuation through revenue growth, cost improvements and enhanced franchise value.
  • We believe that our strategy benefits from the advantage of an independent firm whose equity structure aligns the long-term interests of the firm, fosters teamwork and powers a single performance engine across all equity strategies.

Vehicle: Separately Managed Account, Mutual Fund

*The value of your investments can fall as well as rise and you may get back less than you invested.

**Any decision to invest must be based solely on the information contained in the Prospectus and Key Investor Information Document.