Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas. The discussion of...
Whether you are an institutional client or consult for one, you’ll find world-class options to fulfill your allocation needs. We have experience working directly with institutional clients, such as pension funds, foundations and endowments. We also understand how to work with consultants who represent them.
Regardless of the strategy or vehicle, expect a consistent application of our time-tested philosophy to our investment process.
We provide access to our investment professionals through regular communication regarding our performance, portfolio updates and thoughts on the best opportunities given the current investment environment.
More than a style of investing, generating value goes to the heart of everything we do for you. We believe our long-term relationships are a testament to our high level of customer service.