Global Universe – Seek stocks meeting our growth, quality and valuation criteria, including selective investments in emerging markets
Proprietary Fundamental Research – Our bottom-up process seeks to discover well-managed growing businesses that are unrecognized or undervalued by the market
Unique Opportunities – Focus on quality companies at attractive prices that can grow earnings or recognize value over the long term
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In his annual letter, CEO Tom Powers reflects on a successful 2025 marked by growth, innovation, and strong partnerships, and shares how we’re building on that momentum to create lasting value for our clients in the year ahead.
