Our Investment Philosophy

Our goal is to deliver long-term results that maximize returns per unit of risk leveraging skill-based investment decisions.

Our philosophy combines multiple disciplines that seek to outperform client benchmarks on a risk-managed basis. The complexities of the market demand a multi-dimensional strategy—pursuing outperformance requires more than one source of insight. We therefore apply our philosophy to extract alpha contributions from three interconnected parts of our process:

  • Quantitative Idea Generation
  • Fundamental Research
  • Macro Insights