Investment approach

Our investment approach seeks to identify durable businesses that possess a unique combination of fundamental strength, sustainable competitive advantages and compelling valuation.

Fund profile

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.

Concentrated Portfolio: 30-40 holdings, minimum $2 billion market capitalization

SFDR - Article 8


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