Our Process
Our approach to investing in equities is based on the premise that all segments
of the market offer opportunities to generate risk-adjusted performance. Given this,
we have developed rigorous and distinct investment approaches:
- Our active equity
investment process begins and ends with thorough research and collaboration among
portfolio managers, fundamental research analysts, and the quantitative analysts.
These three groups collaborate to identify potential opportunities across all equity
sectors and to make timely buy and sell decisions. They focus intently on the key
drivers of stock performance: business fundamentals, valuation, and catalysts that
can unlock value and help ignite performance.
-
Our macro-quantitative team uses a top-down approach that incorporates macroeconomic, market,
and risk factors synthesized with sophisticated quantitative portfolio modeling
techniques to create index, enhanced index, international equity, asset allocation,
and absolute return strategies.
- Our real assets team
employs experience and discipline to invest on a relative value basis in the real
estate and global infrastructure marketplaces. This team leverages quantitative and
qualitative analysis, industry contacts, and strong relationships with management
teams to help identify high-quality companies with reduced volatility and the potential
to produce consistent cash flow.