Our portfolio management team holds five core investment beliefs. These beliefs drive the team’s manager selection, asset allocation and portfolio construction decisions.
Broad diversification across an expanded opportunity set is critical in maximizing risk/return profiles; and incorporating specialty asset classes to portfolios is key.
In truly open architecture – because no one money manager does everything right.
Active and passive management enable each other; passive for the most efficient or least liquid markets, and active where the most value can be added.
Market dislocations and inefficiencies create opportunities; tactical overlay strategies capitalize on this to add value and control risk.
In integrating environmental, social and governance (ESG) factors into portfolio construction; ESG is the best way to create long-term sustainable value.