STRATEGIES

A team-managed process approaches the global markets utilizing proprietary fundamental research as well as discretionary quantitative tools. Top-down analysis establishes global macroeconomic context and analysis of microeconomic factors provides additional insights. Multiple vantage points are used to define market regimes that exist between secular and cyclical trends. Idea generation is contrasted through the research process in order to select the most opportunistic investments, over a medium-term investment horizon. Portfolio monitoring and risk management is respectful of momentum, volatility, and the relationships between the global markets. Institutional-quality risk controls are ongoing on a position and portfolio level.