Since our founding in 1937, we have focused on delivering strong returns over time for our clients so that they can invest successfully for their future, whatever their needs may be.
The following are the fundamentals that demonstrate the difference between
- Proprietary Research
We have one of the largest in-house research departments in the industry, with analysts around the world looking for opportunities and helping fund managers make sound, objective decisions for the long-term.
- Attention to Risk
We seek to provide a careful balance between risk management and high levels of risk-adjusted returns during market ups & downs.
- Experienced Investment Team
Tenured fund managers have weathered a variety of market conditions-our fund managers have been with us an average of 13 years-so they know to avoid fads and focus instead on the long-term.
- Style Consistency
Fund managers set clear expectations around risks and potential rewards, and strictly adhere to each fund's investment charter.