Our approach

Our mission is to provide our clients with our best ideas and investment expertise as we collaborate with them to help them grow and protect their assets.

A global, disciplined and structured investment approach

Doing the right thing for our clients is our most important responsibility. Global discipline, structure and focus help us use our resources optimally to ensure that all our clients benefit from our investment insights, and are given fair treatment.

Guiding principles

Client relationships are our greatest asset. We bring a global network of people, capital and ideas to help our clients tailor an investment strategy to meet their objectives.

We strive to anticipate and evaluate global market trends that may impact client objectives. Our investment framework is rigorous and repeatable, entailing:
   • A clear investment philosophy
   • A focus on longer-term valuations and risk-adjusted performance
   • In-depth research and analysis to support investment decisions
   • A global investment platform capturing insights and broader perspectives
   • Comprehensive portfolio construction and risk management tools


*  as of December 31, 2020

years serving financial markets
$612 bn
firm assets under management*
locations with established investments and client service operations