Thoughtful, Long-Term Investment Solutions

reclaimed wood

We use a disciplined, bottom-up fundamental research approach to build low-turnover, concentrated portfolios with the potential to drive attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy. ESG research is fully integrated into the process behind our dedicated sustainable investing strategies, and increasingly integrated across our entire research platform.

Header Text

Equities

Component Image

building

Header Text

Fixed Income

Component Image

research

Header Text

Sustainable Investing

Component Image

sustainable

Category Text

Impact Reports

2022 Impact Report: Large-Cap Sustainable Growth Strategy

Read More

Header Text

Fixed Income

Component Image

research

Category Text

Impact Reports

2021 Impact Report: Sustainable Core Fixed Income Strategy

Read More

Header Text

Sustainable Investing

Component Image

sustainable

Category Text

Impact Reports

2022 Impact Report: Large-Cap Sustainable Growth Strategy

Read More

Component Image

highways

Header Text

Mutual Funds

Category Text

Podcast

CIO Perspectives Podcast: The Outlook for 2023, a deep dive into the venture landscape and dissecting the AI buzz

Read More

Header Text

Need Help?

Background Image

mf-homepage-slider

Component Text

We invite you to learn more about our family of mutual funds.