Within the sea of equities, we are focused in areas where active management can truly be successful. The S&P 500 is the most widely covered universe in the world. With 35 years of experience in global equities, we are well-versed in covering it, too. But there is a great deal of opportunity for great investments in the areas outside of that highly saturated pond- where coverage, data and liquidity are still robust. That is where we want to be.
We offer our clients long-only and long-short equity strategies across a broad universe of stocks in the US, international developed and emerging markets. After over three decades of research and investment experience, our objective is still the same: Offer our clients diversified and risk-controlled portfolios that are based on disciplined, fundamentally-based quantitative investment approaches.