Blending art and science to create a fortified portfolio construction process

THE ART

Our fundamental analysts engage directly with companies, conducting in-depth modeling and building long-term forecasts based on common sense and experience. This approach is particularly valuable during major market turning points, helping us navigate uncertainty with confidence.

THE SCIENCE

We leverage cutting-edge quantitative research techniques to identify the most compelling investment opportunities. We continuously search for data-driven factors that differentiate stocks, and when our fundamental and quantitative insights align, we gain even greater conviction in our investment decisions. 

FUNDAMENTAL CHANGE

At the heart of our belief system is that companies that are undergoing positive fundamental change will outperform those experiencing negative fundamental change. Through our alternative investing strategies, we are able to go long and short our highest conviction ideas to enhance the opportunity to generate alpha. 

PORTFOLIO CONSTRUCTION

By combining our disciplined investment process with strong portfolio construction techniques and sound risk controls, we aim to build uncorrelated return streams that go beyond traditional asset classes. Ultimately, our approach is to help investors reach their long-term financial goals with greater certainty.