The Experience to Deliver Long-Term Investment Results

We designed our unique top-down portfolio management process to increase the likelihood of delivering repeatable results. We focus on macroeconomic theme development, which aids our security selection by first identifying countries and sectors/industries that should outperform in the current market environment. We believe our process sets us apart from our competitors, who often use “bottom-up” approaches that see key sector or country decisions as secondary byproducts of stock picking.

We consider environmental, social and governance (ESG) factors throughout the investment process. Our comprehensive approach applies ESG analysis at every applicable level—country, sector and stock—which allows our investors to take full advantage of the opportunities ESG investing offers.