Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.
Focused strategies that emphasize growth and reflect our highest convictions
Dividend-oriented strategies geared to providing high and growing income streams
Risk-aware strategies that seek consistency with an emphasis on downside protection
Environmental, Social and Governance factors guide strategies to make an impact
4Q20 Commentary: Consumer spending and inventory restocking should spark an economic pickup and further upside for equities.
Large Cap Growth 4Q20: We continue to hold a balance of secular winners along with healthy exposure to a reopening of the economy.
International Growth ADR 4Q20: Given strong growth stock performance, we trimmed more fully priced ideas and increased exposure to a recovering global economy.
Dividend Strategy 4Q20: Market strength has broadened, positioning dividend stocks well for a recovery.
New technologies present major opportunity to meaningfully lower global carbon emissions.
Small Cap Growth 4Q20: A major market rotation after “Vaccine Monday” boosted cyclicals but was a headwind to portfolio results.