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
Systematically managing a portfolio’s exposure to passive crowded securities should help deliver positive alpha.
PM Brian Lund discusses recent market volatility and how the team integrates ESG considerations into fundamental research.
The cleanest fossil fuel, natural gas can be instrumental in a transition to renewable energy.
Firm recognized for seventh straight year, with employees citing teamwork, inclusion and advancement opportunities as strengths.