Philosophy And Process
Philosophy
We view portfolios as more than just a collection of our best ideas. Judgment and the construction of each portfolio are key. We believe in:
- Using composite alpha to provide independent perspectives to our portfolio management teams
- Employing broad access to world-class research, both fundamental and quantitative
- Leveraging the diverse experience and expertise of our strategists, portfolio managers, research analysts and traders
Process
To ensure the integrity of our investment strategies, each product team participates in what we call the 5P process. The system is based on accountability and meritocracy, all focused on delivering results for our clients.
“We serve our clients best by being consistently good, not just occasionally great.”
Colin Moore, CIO
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