Here’s a brief overview of our investment process:

  • 1

    Client Partnership

    • Understand the purpose of the funds.
    • Collaborate to develop customized approaches.
    • Establish liquidity, quality, and gain/loss requirements.

  • Investment Strategy

    • Recommend adjustments to optimize results.
    • Determine appropriate benchmark.
    • Adhere to the letter and spirit of guidelines.
    2

  • 3

    Portfolio Construction

    • Conduct bottom-up, proprietary research focused on fundamentals, valuation and market technicals.
    • Emphasize sector, industry, and security selection.
    • Incorporate material environmental, social and governance (ESG) factors and other unique, customized, and client specific requirements as applicable.
    • Adhere to strict diversification and risk management guidelines.

  • Ongoing Monitoring

    • Constantly review securities and issuers.
    • Conduct ongoing compliance checks.
    • Make adjustments based on the market environment, outlook, or client requirements.
    4

  • 5

    Client Service

    • Generate customized performance and statistical reports.
    • Hold meetings driven by client requirements.
    • Conduct proactive discussions driven by market changes.
    • Provide direct access to the investment team.