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Investment philosophy

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  • We believe that investors with the most comprehensive knowledge of companies, their securities, and the markets in which they operate are likely to make better investment decisions.

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  • We are committed to fundamental research, with a large team of experienced analysts focused on gathering in-depth information firsthand on markets and companies around the globe.

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  • This extensive research is applied using a security-by-security approach to portfolio construction and a unique method of portfolio management that has been in place for more than 40 years. We emphasize long-term investments in companies and go to great lengths to determine the difference between the fundamental value of a company and it s price in the marketplace.

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  • We believe our investment process and our globally integrated, fundamental investment research will help us toward our goal of providing consistently superior, long-term investment results for our clients.




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