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
Information as of Sept 30, 2019
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
Long-term perspective united by a common philosophy
Seasoned Team With A Singular Focus
Time- and market-tested track records
Long-tenure with a collaborative culture
Interests aligned with clients’ objectives
Robust Investment Process
Deep fundamental research conducted globally
Rigorous and disciplined process enhances repeatability of results
Proprietary Confidence Quotient (CQ) framework
Belief that high-conviction portfolios will lead to greater alpha
Boutique With Backing
Focused independent investment process
Support of global investment firm
The Three Pillars of Our Philosophy
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.
Quantifying Our Confidence
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.