What We Do

Client Alignment

Active debate and the conviction to invest long term turns good insights into strategic investments for our clients.

Transcript

Client Alignment: Focused on Outcomes for Investors Worldwide

We stay true to our investment beliefs and a process that is sustainable, repeatable and aligned with the needs of our clients

 

Skilled active management is the best way we can serve client interests. Doing rigorous research and keeping our conviction to try to exploit market inefficiencies and create long-term value for clients. It's a matter of knowing what we own, engaging with good businesses to own them responsibly and holding positions long enough to let our investment thesis play out. Being investor led means we make decisions based on how well investments will support client outcomes — not asset gathering. We have even closed strategies in the past, when we felt they were getting to large to manage long-term performance effectively for clients.


Meet Our People

Douglas

Douglas F. Bailey

Senior Managing Director, National Sales

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

James

James T. Swanson

Chief Investment Strategist

Jenine

Jenine G. Garrelick

Senior Managing Director of Internal Sales

Benjamin

Benjamin Stone

Equity Portfolio Manager

Ben

Ben Kottler

Institutional Equity Portfolio Manager

Brooks

Brooks A. Taylor

Equity Portfolio Manager

Camille

Camille Humphries Lee

Institutional Equity Portfolio Manager

Alexander

Alexander M. Mackey

Fixed Income Portfolio Manager

David

David P. Cole

Fixed Income Portfolio Manager

Edward

Edward L. O'Dette

Fixed Income Portfolio Manager

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

Benjamin

Benjamin R. Nastou

Portfolio Manager

James

James C. Fallon

Portfolio Manager

Jed

Jed Stocks

Portfolio Manager, Quantitative Risk Management

Jonathan

Jonathan W. Sage

Portfolio Manager

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