Investment Philosophy & Process
A collaborative approach between style-based portfolio managers and the research team
Experienced portfolio managers have their own distinct investment philosophies and approaches, but are unified by a common fundamentally-focused research platform
Bottom-up fundamental research-driven approach drawing upon a disciplined investment philosophy and sophisticated process with a focus on the following:
- Business models which we like and understand
- Strong balance sheets
- Valuation
Strong portfolio management implemented through formal portfolio reviews and rigorous application of the investment process