Investment Insights in Focus
- Equities
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
- Equities
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
- Equities
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
- Equities
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
- Equities
U.S. Mid-Cap Growth Strategy
Meet George Sakellaris, Co-Portfolio Manager alongside Chris Berrier for our Mid-Cap Growth Strategy. Learn how George’s training as a scientist translates to how he structures his investment process to achieve long-term performance.
George Sakellaris, CFA
- Equities
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