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.