We believe that our Large-Cap Sustainable Growth strategy can outperform over a full market cycle with less risk through a concentrated portfolio of companies that have sustainable business advantages, fundamental strength and attractive 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.

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

Vehicle: Separately Managed Account, Mutual Fund, UCITS Fund

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