Thoughtful Investing: Building Compelling Investment Results through Rigorous Research and Sustainable Strategies

At our core, we recognize the paramount importance of achieving strong investment results as investors. To accomplish this, we have embraced a philosophy of thoughtful investing.

Thoughtful investing is centered around a steadfast commitment to conducting thorough and in-depth research. We delve into the fundamental factors that underpin the businesses, issuers, and managers in which we invest our clients' capital. This approach allows us to develop a profound understanding of the opportunities and risks associated with each investment. We exercise patience, understanding that the true potential of quality strategies, companies, and allocators is often realized over time, through the power of compounded returns.

Sustainability is a key pillar of our thoughtful investing approach. We firmly believe that considering environmental, social, and governance (ESG) factors can contribute to superior long-term performance. By integrating sustainability considerations into our investment analysis, we aim to identify companies and strategies that are well-positioned to navigate evolving market dynamics and societal expectations.

Above all, we believe that exceptional performance is achieved through the collective efforts of teams. We foster diversity, collaboration, and a culture that encourages constructive challenge. By harnessing the collective intelligence and unique perspectives within our organization, we are best positioned to deliver on our promise of exceptional performance to each and every client.