Strategies & Capabilities


Fundamental Growth and Core Equity

Pursuing Quality, Sustainable Growth and Reasonable Valuation

Our Investment Platform


Our Expertise


$16.3B

In AUM

9

Actively managed strategies including global, US, international, China and EM

33

Investment professionals across six countries


17

Average tenure in years of portfolio managers


20

Average years of experience for research analysts


1935

Year we launched our first fund


Why Us?









The Three Pillars of Our Philosophy


1
Quality

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.


2
Sustainable Growth

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.


3
Reasonable Valuation

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.


Quantifying Our Confidence



Research Process



Our Team


Fundamental Growth and Core Leadership Team



Our Latest Thinking



Contact Us


Disclosures