Pursuing Quality, Sustainable Growth and Reasonable Valuation
Actively managed strategies including global, US, international, China and EM
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
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.