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
1Q19 Commentary: Small caps performed strongly in the first quarter, while going forward we remain cognizant of signs of instability.
1Q19 Commentary: Growth companies with disruptive business models were among the leading performers in a robust snapback rally.
1Q19 Commentary: We expect a diversified portfolio of idiosyncratic investment ideas to provide ballast as economic indicators waver.
Firm recognized for seventh straight year, with employees citing teamwork, inclusion and advancement opportunities as strengths.