Strategies & Capabilities


Fundamental Growth and Core Equity


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?


Our investors seek the long-term risk and return characteristics that only a specialist, high conviction fundamental manager can provide.


Investing Like Owners, Not Traders


Seasoned Team With A Singular Focus


Robust Investment Process


High-Conviction Portfolios


Boutique With Backing


The Three Pillars of Our Philosophy


1
Quality

2
Sustainable Growth

3
Reasonable Valuation

Quantifying Our Confidence



Research Process



Our Team


Fundamental Growth and Core Leadership Team



Our Latest Thinking



Contact Us


Disclosures