The fund prioritizes performance over investment rigidity
The consistency of behavioral fear/greed pushes all investment approaches to the extremes.
Avoids potential for prolonged periods of underperformance
Investment styles can go out of favor – for longer than investors’ patience duration.
Opportunistically takes advantage of volatile markets
Dollar cost averaging1 into and out of positions and, where applicable, employing tax-swapping strategies during market corrections.
Provides a high level of communications with investors
Multi-channel, high frequency of investor interaction.
A FLEXIBLE APPROACH THAT ADAPTS TO CHANGING MARKETS
Identifying changes in key market drivers is designed to help the team capture leadership changes across value, growth, and quality styles - and position the portfolio accordingly.
TWO SOURCES OF POTENTIAL EXCESS RETURN
The process combines 1) Quantitative and 2) Fundamental analysis (including a sustainability overlay), affording investors two distinct sources of excess return.
AN OVERLAY OF HUMAN JUDGEMENT
Portfolio Managers’ long-tenured experience through multiple equity market cycles serves as an important component in both style positioning and final stock selection.
Our strategies seek to extract value in different ways