What We Do
We manage long-term investment portfolios for individuals, families, foundations, endowments, and trusts. Each client portfolio benefits from the continuity and perspective of a single investment team, a single investment philosophy, and a single research and portfolio construction process.
Investment Advisory
(Balanced and Bespoke Strategies)
For investment advisory clients, we provide strategies and solutions tailored to their individual needs and objectives. Our approach is active, employs traditional public market asset classes (cash, fixed income, equities), and is offered in a separate account format.
01
Clear formulation of investment goals and objectives, policy guidelines, asset allocation, and performance benchmarks.
02
Rigorous fundamental research process that drives security selection and portfolio construction.
03
Comprehensive and personalized client service, thoughtful and transparent scorekeeping, and close collaboration with trusted advisors.
Asset Management
(Equity Strategies)
For asset management clients, our strategies provide core, long-term global equity exposure. Our approach is active, employs public market equities, and is offered in a separate account format.
The table below provides an overview of the characteristics of our Global Franchise Equity and Global Equity strategies.
01
Rigorous fundamental research process that emphasizes the strength of each company’s financial characteristics, the quality of its management team, and the enduring nature of its market opportunity.
02
Macroeconomic and thematic overlay that informs security selection and portfolio construction.
03
Comprehensive and personalized client service, thoughtful and transparent scorekeeping, and close collaboration with trusted advisors.
Focus
Core, quality
Number of Holdings
10 to 15
Capitalization Focus
Mega and large
Target Turnover Rate
10% or less per annum
Focus
Core, quality
Number of Holdings
25 to 40
Capitalization Focus
All capitalization
Target Turnover Rate
30% or less per annum
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