Investment Strategies

  • Domestic Equity

    We develop a deep understanding of the companies in which we invest through disciplined and intensive fundamental research. Our focus is on finding well-managed, quality companies, which are resilient.

    About Domestic Equity
  • Global Equity

    We take advantage of market inefficiencies to find quality growth companies that may be undervalued, underappreciated, or under-researched. Our rigorous, bottom-up process focuses on a company’s upside potential and downside risk.

    About Global Equity
  • Taxable Bond

    Our multi-sector approach aims to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation. We build diversified yield advantaged portfolios that generate steady, incremental income and provide downside risk protection.

    About Taxable Bond
  • Municipal Bond

    We combine a rigorous, research intensive, credit selection process with active management. Our goal is to take advantage of market inefficiencies and find opportunities across the yield curve to protect and grow principal and income.

    About Municipal Bond

Latest
Updates

Australian Financial Review – Bill Sterling Quoted

Global Equity | Press Mention

Global Strategist, William Sterling, Ph.D. was quoted in a Australian Financial Review article, entitled, “Powell stared down rate cut pressure to beat inflation.”

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Bond Buyer – Sheila May Quoted

Municipal Bond | Press Mention

Sheila May, CFA was quoted in a Bond Buyer article, entitled, "Mass transit investors sanguine despite looming 'fiscal cliff.'"

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Reuters – Aaron C. Clark Quoted

Domestic Equity | Press Mention

Aaron C. Clark, CFA was quoted in a Reuters article, entitled, “Chips, megacaps steer gains on Wall Street; earnings in focus.”

Read Article

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