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
Relative lower valuations, better growth and higher yields position midstream energy well over the balance of 2019.
April 2019 Commentary: M&A activity in the energy sector is an encouraging sign that quality assets are being monetized.
1Q19 Commentary: We expect a diversified portfolio of idiosyncratic investment ideas to provide ballast as economic indicators waver.
Firm recognized for seventh straight year, with employees citing teamwork, inclusion and advancement opportunities as strengths.