Our investment professionals don’t just sit behind their screens, they go out into the field to talk to customers, suppliers, employees, and managers to learn firsthand where a company stands and where it could go in the future.

We don’t wait for change. We seek to get ahead of it. We understand geopolitical, market, and economic factors and react to them opportunistically—even defensively—when necessary. We carefully manage risk and seek to maximize value over longer-term horizons.

Our investments are managed by skilled portfolio managers who are driven by a passion for exploration and understanding. They leverage our firm’s size, resources, and rigorous proprietary research to go deeper, so you can feel more confident about your investments.

Markets are dynamic, and we believe investing should be too. We assess when to move with the crowd and when to move against it. We strive to anticipate disruption before it happens or quickly change our approach once it occurs.