We are privileged to work with an inspiring group of individuals, families, nonprofits, charities, institutions and financial intermediaries in all 50 U.S. states and around the globe.
Investment and Strategic Advisory
For our private clients, endowments, foundations and charities, portfolio management teams build investment programs tailored to their specific needs, circumstances and goals.
We do not use cookie-cutter model portfolios, but rather invest across asset classes in accordance with each client’s long-term objectives and tolerance for risk. Our individualized approach enables portfolio managers to source investment ideas from across the firm, including our deeply researched platform of external managers.
Our culture of teamwork extends to our belief that clients are often best served by a team that includes strategic advisors. These colleagues—with expertise in governance, fiduciary and tax matters; advice to entrepreneurs; philanthropy; and generational opportunities and challenges—are typically integral members of a client's team.
Funds and Strategies
In our actively managed equity and fixed income portfolios, we strive to generate outperformance through rigorous research, high-conviction ideas and a repeatable process that is focused on long-term, risk-adjusted returns.
We believe that a bottom-up, fundamental approach to investing delivers outperformance over time. This belief remains as strong today as when we began investing on behalf of clients 25 years ago. Our independence as a firm supports this approach: We are able to focus intently on creating, and adhering to, the investment philosophy and processes that we believe will deliver results for our clients over the long term.
Our institutional and intermediary clients hire us to build and manage portfolios of companies and issuers, often with high active share, based on the collective, collaborative assessment of our investment team. Especially during volatile markets, as we experienced during the past year, our bottom-up approach, founded on valuation discipline, presents buying opportunities; volatility yields opportunity as we strive to optimize performance.
Ryan Myerberg, Portfolio Manager; Anna Rudgard, Fixed Income Research Analyst; Yacine El-Mohri, Global Financials Credit Research Analyst; Henry Hou, CFA, Fixed Income Trader.
Ken Stuzin, Portfolio Manager.
Sustainable Investing
We have over a decade of experience developing sustainable investment solutions. Through this work, we have developed a number of tools that can be used to integrate sustainable investment considerations into investment decision-making and portfolio construction that can be used across our platform, including tools to assess and report on investment risks and opportunities, engagement, and environmental and social exposure.
Elizabeth Hiss, Equity Research Analyst and Erika Pagel, Portfolio Manager and Co-CIO of Private Client, Endowments and Foundations.