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 managers with high active share, low R-squared and patience have meaningfully outperformed over time.
April 2018 Commentary: Outperformance of energy and health care stocks was an encouraging sign.
Jeff Schulze explains his approach to global equity markets and the economy.
Companies create impact through the products and services they offer and a commitment to ESG best practices.