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Our Strategies

Our Strategies


Our experienced teams offer a wide range of fixed income, equity, and multi-asset strategy investment solutions across market capitalizations.

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Disciplined Equity

Delivering More Consistent Excess Returns

The stock market is complex, but our team uses a quantitative approach offering clients superior stock selection and adaptation to changing market conditions.

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Fundamental Equity

Building a Portfolio of Well-Managed Businesses

Investing in attractively-valued companies that can generate cash flow and earnings power beyond the market’s expectations should deliver positive relative, long-term, risk-adjusted returns.

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Fixed Income

Providing an Experienced, Conservative Approach

With more than a century of cumulative investment management experience, our team takes an active and controlled approach focused on high-income sectors and securities.

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Multi-Asset Strategy

Solutions Aligned to Each Client’s Goals

Our multi-asset philosophy is centered on the proven benefits of asset allocation, ensuring that portfolios are well-diversified and customized to align with each client's objectives.

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