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
Dimitry Dayen, Marshall Gordon and Jeff Schulze discuss potential impacts on energy, health care and overall growth.
3Q20 Commentary: The market rally appears well-supported by fundamentals, with the September pullback likely not a sign of trouble ahead.
International Growth 3Q20: Emerging markets are full of disruptors and we are evaluating the region for new opportunities.
Dividend Strategy 3Q20: Markets have recovered because of extraordinary policy interventions without which we believe they would be down, yet we continue to be cautious.
Global Infrastructure Income 3Q20: Commitments to decarbonization gained momentum, helping renewables make strong contributions.
Select 3Q20: In a narrow market, the Strategy outperformed with diversified contributions across sectors and cap ranges.