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
Active strategies with lower turnover and greater concentration have stood out over the last decade.
PM Michael Kagan joins Investment Strategist Jeffrey Schulze to discuss active low volatility strategies in the current market environment.