Our research driven process seeks to uncover compelling opportunities in the stocks of high-quality companies with strong balance sheets, competitive solutions, and large addressable markets.
Seeks capital growth over a full market cycle. The Strategy provides global flexibility and diversification of return opportunities. Companies selected for investment may be of any market capitalization. This is a concentrated strategy with an average of 35 securities.
We follow a disciplined and fundamentally driven bottom-up process to identify attractively valued companies focusing on companies with:
The potential to benefit from growing global trends
Ability to generate strong and sustainable cash flows
Quality corporate governance practices
Experienced management team
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.