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United States

We manage a range of U.S. equity strategies across the market capitalization and style spectrum seeking companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations ensuring consistency with our investment philosophy and objective of exploiting market anomalies. 

 

Our U.S. large- and mid-cap equity strategies are primarily co-managed by portfolio managers Joel Fortney, CFA; and Chris Ibach, CFA. Specific company research recommendations and essential insights into industry trends are provided by experienced research analysts. All aspects of our team, process, platforms, and the strategies we manage are globally unified and built to maximize our stock selection opportunity set and portfolio construction expertise across developed and emerging markets worldwide, companies large and small. 

 

Our conviction is built on bottom-up insights, one company at a time, not by making bold calls on the macro economy, market direction, or sector leadership. Our distinctive, team-based, research-driven culture and differentiated investment approach results in informational, analytical, and behavioral competitive advantages resulting in portfolios that provide outperformance potential, a compelling value proposition.

 

Investing in mid-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell Mid Cap Value Index.

Investing primarily in large-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 1000 Growth Index

Investing in large-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the S&P 500 Index.

Investing in large-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 1000 Value Index.