Table of Contents
Long-term MSCI World Index outperformance.
An actively managed, disciplined and adaptive strategy that seeks to consistently capture alpha by systematically applying fundamental insights and experienced judgment.
- Highly experienced team
- Time-tested^ methodology on how to best weigh alpha drivers for different types of companies
- Model seeks to adapt to changing company growth rates and market opportunities
- Cost efficient and risk controlled implementation
- Increased breadth, and a balance between Value and Growth, may expand return potential and consistent performance by focusing active risk exposure
There can be no guarantee that this objective will be achieved.
^Our adaptive investment processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.