Two Roles, One Team
Our Fundamental Research Team is organized in a flexible matrix structure, to balance the needs of the broader organization and individual Portfolio Management teams. This matrix utilizes both sector-specific analysts, focused on individual industries in support of all of our PM teams, and portfolio analysts who cover a broad range of stocks for a single PM team. The two types of analysts share a common analytical approach to investments, monitor existing holdings, and opportunistically seek out new ideas.
Our shared research platform allows all of our analysts and Portfolio Managers to store, access and actively distribute our proprietary research alongside aggregated market intelligence. A common calendar allows us to coordinate research meetings across the entire equity platform.