Fundamental Equity

• Our fundamental equity disciplines are organized as a series of discrete competencies managed by specialist teams responsible for each strategy.
• We believe that fundamental analysis by seasoned sector analysts adds value by creating a proprietary information advantage to develop original insights into the pricing of securities and expectations for companies and asset classes.
• This information advantage focuses our efforts toward achieving a skill advantage in order to construct portfolios with better performance enhancing qualities than their benchmarks or peers.

Our Fundamental Investment Philosophy

• Bottom-up stock selection is the key driver of alpha
• Experience and specialization are the keys to superior fundamental research
• Value-added research depends on an “information advantage”
• Portfolios constructed in accordance with these principles, consisting of high quality companies that are beneficiaries of sustainable secular growth trends, will consistently outperform relevant benchmarks and peer group averages.