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
PMs Paul Ehrlichman and Grace Su discuss how the changing focus of monetary policy is supportive of international value and small cap stocks.
An active approach to value investing enables a dual purpose of generating alpha and satisfying ESG objectives.
PM Margaret Vitrano discusses the portfolio's diversification across three buckets of growth companies.
Sustainability Leaders 2Q21: New health care positions move the portfolio from underweight to overweight.
Select Strategy 2Q21: Outperformance was fueled by a comeback in the disruptive, higher growth stocks we have owned for years.