Investment Approach

Actively managed, multi-factor strategy based on fundamental insights that systematically adapts to changing company growth rates and market conditions.

Key Features

• US all-cap focus
• Live track record since 2000
• Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
• Numerous active positions limit concentration risk
• Highly experienced team provides portfolio oversight and makes continual model enhancements