INVESTMENT PHILOSOPHY
We believe that an active and dynamic approach to asset allocation and holistic risk management, combined with rigorous bottom-up security selection and a differentiated sustainable investment approach, can deliver attractive risk-adjusted returns through the economic cycle.
We concentrate our team’s best ideas in a portfolio that seeks to provide alpha and manage target duration.
Total Return Over An Economic Cycle
An active and flexible approach that allocates to liquid fixed income asset classes that we believe have the highest alpha potential, with a strong emphasis on relative value, rather than index weightings.
Diversification:
A core strategy that seeks diversification across many investment themes, sectors, and industries, so that no single position overwhelms performance.
Sustainability:
A sustainable investment research framework that strengthens fundamental analysis that helps us identify high-quality investments with lower risk that improve downside protection and aligns with positive sustainability outcomes.
