What Sets Us Apart
1. A Proven Team-Based Investment Management Philosophy
Our firm uses a team-based, majority vote approach to investment management. Decisions are made by experienced teams of three to seven portfolio managers supported by a globally oriented group of research analysts. This process integrates decision-making and fundamental research to maximize the synergies of idea generation and portfolio structure.
2. The Scope of Our Research Expertise
Knowledge is power, which is why we place so much emphasis on research expertise. In fact, it is our recognized research expertise that enables us to emphasize internal proprietary research in our investment process. Our research is done on a global basis.
3. Our Equity Management Process
By using equity management teams and structuring their responsibilities along global industry sectors, we have allowed every equity strategy to be managed using a global perspective. All portfolios have focused approaches that have clearly defined risk controls.
4. A Strong, Stable Organization and the Ability to Effectively Handle Management Transition
We have an experienced management team, diversified by age. We are committed to having a management structure that provides orderly personnel succession and is not dependent on any particular individual. The investment teams operate in a disciplined, democratic fashion while maintaining our long-term investment philosophy. This approach has seen us through over 60 years of successful investing and management successions.
5. Superior Service
Client retention – the simplest way to judge any company’s quality of service. Our retention has always been high, and remains so. While investment performance obviously plays an important role in our high retention rate, it is also a testament to the strong rapport we have built with our clients. Our investment reviews are structured to make results and intentions clear and concise. We routinely consult with our clients to ensure they are provided with the information they require. And we do the little things that, in clients’ minds, make a big difference.
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Contact Us
For all general inquiries, please contact us any time at
+1 416 862 9800
If you would like to contact a particular office or individual, please
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