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
Strength in earnings, the economy, and ample liquidity should drive markets higher in the near term.
In our June podcast, PMs Mazen and Testorf discuss the valuation gaps between Europe and the U.S., China’s economy, and disruptive technologies and businesses.