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Overview

Within a collaborative environment, the team utilizes fundamental, bottom-up research to focus on companies that we believe have sustainable growth characteristics meeting our criteria of growth potential, quality and valuation. We follow a robust investment decision-making process that seeks strong, long-term results.

Deep and Experienced

Engages in bottom-up analysis to identify compelling investment opportunities around the globe across the style, sector and capitalization spectrum

Disciplined and Collaborative

Knowledge, experience and expertise shared through strong communication and collaboration across and within teams

Focused on Results

Infrastructure and support of a global organization allows investment professionals to focus on investment analysis and decisions

Team Snapshot

Established 1948
Style Growth, Blend, Income
Capabilities Global, Regional, Sector, Thematic, Convertibles
Strengths
  • Experienced investment professionals covering all market capitalizations and styles.
  • Collaborative environment that balances autonomy with rigorous debate and accountability.
  • More than 70 years of investing in equities while staying true to our disciplines, regardless of short-term market cycles.

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