Our Philosophy
Decades of experience in managing institutional equity portfolios has led us to evolve an investment philosophy based on the potential to add value through active management.
Our philosophy is built on the following beliefs:
# Equity markets are inefficient at the stock level
# Bottom-up research and fundamental analysis can exploit these inefficiencies
# Careful professional judgement can provide an edge
# Both risk and return characteristics should be part of the evaluation process
# Social responsibility is part of the formula for long term success
# A flexible opportunistic approach is important as markets change
# Investments should be driven by analysis rather than emotion
# AUM correlates with returns
Our philosophy is built on the following beliefs:
# Equity markets are inefficient at the stock level
# Bottom-up research and fundamental analysis can exploit these inefficiencies
# Careful professional judgement can provide an edge
# Both risk and return characteristics should be part of the evaluation process
# Social responsibility is part of the formula for long term success
# A flexible opportunistic approach is important as markets change
# Investments should be driven by analysis rather than emotion
# AUM correlates with returns
