Investment Insights in Focus
U.S. Flexible Equity Strategy
In this video, Maneesh Bajaj, CFA, explains his focus on having the flexibility and mindset to look across a broad spectrum of investment opportunities.
Maneesh Bajaj, CFA
U.S. Large-Cap Growth Strategy
In this video, Ken Stuzin, CFA, discusses how they invest in a concentrated portfolio of proven business models where we have high conviction that the companies can produce a 14% or better earnings-per-share growth rate over a full market cycle.
Ken Stuzin, CFA
U.S. Large-Cap Sustainable Growth Strategy
In this video, David Powell, CFA, discusses how they identify durable businesses that possess a unique combination of fundamental strength, sustainable competitive advantages, and compelling valuations.
David Powell, CFA
U.S. Large-Cap Sustainable Value Strategy
In our latest video, learn how Mike Poggi, CFA, aims to identify companies that possess a Sustainable Cash Flow Advantage through the use of our 3P investment filter.
Mike Poggi, CFA
Global Leaders Strategy
In this video, Mick Dillon, CFA, explains how they complete deep, fundamental, bottom-up research to uncover companies that they believe are leaders within their industry or country.
Mick Dillon, CFA
U.S. Small-Cap Growth Strategy
In this video, Chris Berrier explains how the team seeks to invest in a portfolio of diversified, high-quality businesses with sound management teams and competitive advantages that they believe have the potential to achieve above-average growth rate over a full market cycle.
Chris Berrier