Our Firm

Focused on Clients' Financial Goals

Finding the most compelling worldwide investment opportunities requires diligent and experienced analysis, based on a deep understanding of global markets and the regional differences in economic growth, development and regulatory conditions. Tradewinds seeks to identify and capture hidden investment opportunities for our clients.

Utilizing a Global Sector Approach to Find Worldwide Opportunities

By leveraging independent ideas, we develop high-conviction portfolios.
We rely on primary equity research, a long-term perspective and our best ideas to deliver high-quality global investment strategies.
We seek to invest in strong businesses at attractive valuations through a disciplined, consistent process built upon a global research platform.

How We View the World

The fundamentals of buying a business are shaped by company and industry trends rather than location, demanding global perspective in an increasingly global economy.

Core Shared Values

A commitment to excellence in all that we do
An environment that fosters teamwork, creativity and independent thought
Integrity and respect in our dealings with our clients, colleagues and business partners
A workplace that embraces meritocracy and invests in the personal growth of our employees

Management Style

Global equity investing

Investment Approach

Global equity research platform
Sector-specific approach
High-conviction portfolios

Investment Team

16 investment professionals averaging over 17 years of investment experience*

Offerings

Institutional portfolios, managed accounts and mutual funds

Assets Under Management

$34.2 billion**

Headquartered

Los Angeles, CA

* All data regarding investment professionals is as of 09/30/11.
** AUM as of 09/30/11.