Investor Type

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
Institutional Investor Advisor Individual Investor

Determining the value of a business and identifying mispricings is the basis of the fundamental analysis that drives the firm’s active management decisions. Our global research platform, which consists of dedicated analysts covering specific industry sectors as well as those supporting individual portfolios, supports those decisions by generating investment ideas and providing ongoing due diligence across the breadth of our holdings.

"Disciplined fundamental analysis and a conservative valuation approach is the key to identifying and investing in securities that offer superior risk-adjusted returns."