We are laser-focused on finding quality companies that can deliver growth that is stronger and more enduring than the market’s expectations.
These companies are rare, so when we find them we pursue them with confidence and conviction—but we never abandon our valuation discipline.
billion In AUM
Actively managed strategies including global, US, international, China and EM, Innovation, and Climate Transition
Investment professionals across six countries
Average tenure in years of portfolio managers
Average years of experience for research analysts
Year we launched our first fund
Information as of September 30, 2022.
We have 9 actively managed strategies including global, US, international, China and emerging markets
Investing Like Owners, Not Traders
Seasoned Team With A Singular Focus
Robust Investment Process
Boutique With Backing
We invest confidently at the intersection of sustainable growth, quality and reasonable valuations.
Our analysis of quality is forward-looking, focusing on qualitative attributes that lead to sustainable growth. The Confidence Quotient (CQ) is our proprietary analytical framework that quantifies how we think about quality.
We believe that the power of long-term, compounding growth is underappreciated by the market and offers unrecognized investment opportunity. Our extended investment horizon is a crucial part of how we generate alpha.
We don’t chase growth at any price. We insist on a valuation that is justified by the firm’s growth potential. Our valuation discipline creates a growth margin of safety.
CQ provides structure to how our team evaluates quality, bringing rigor, measurability and consistency to the process of assessing five elements of quality that we score and track over time. Each element of CQ is backed by a detailed scorecard that provides a framework for determining our confidence in the company’s quality.
Our disciplined, repeatable process focuses our attention on the most compelling opportunities.
Drawing on the domain expertise of our analysts and input from portfolio managers, we identify companies for further analysis. Our quantitative scoring tool reflects our investment philosophy and augments our analysts’ judgment.
We seek to develop deep conviction in a select group of companies. In addition to our proprietary financial modeling, we use the Confidence Quotient to bring rigor to our assessment of quality.
We invest in our highest-conviction ideas through live research portfolios. These serve as powerful communication tools and capture the track records of each analyst, creating accountability that enhances the alignment of our interests with our clients' long-term objectives.
From the research portfolios, our portfolio managers generate ideas for integration into the final portfolios. Our proprietary dashboards provide advanced analytics from our research team that guide the portfolio integration.
Hiring a fundamental active manager involves a belief in the people as much as the process. Our impressive performance reflects the caliber and stability of our team—and our shared commitment to our fundamental, high-conviction investment philosophy.
We are passionate about investing in sustainable growth throughactive management.
Investing involves risk including the risk of loss of principal.
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The views expressed in this material are the views the Fundamental Growth and Core team through the period ended September 30, 2022 and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected.
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