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.


 

MAIN AIMS


  • 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.