Global Investment Firm Specializing in Value Equity Investing
Founded in 1995
$88.2 Billion Assets Under Management
171 Employees
298 Clients
57 Investment Professionals
18 Investment Strategies
Global Reach – Investing in 50 Countries
Investment Perspectives
Entry Points
Entry Points | Capitalizing on the Emergence of AI
Portfolio Manager David T. Cohen, CFA, explores investor opportunities around AI in the value space.
Portfolio Manager David T. Cohen, CFA, explores investor opportunities around AI in the value space.
Entry Points | Dissecting Passive Performance
Director of Portfolio Research John C. Forelli, CFA, dissects active management performance across sectors, regions, and style.
Director of Portfolio Research John C. Forelli, CFA, dissects active management performance across sectors, regions, and style.
Entry Points | The Case for Healthcare Stocks Amid Economic Uncertainty
Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.
Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.
Insights Series
Insights Series | Retail, Restaurants, and U.S. Consumer Resilience
Equity Analysts Jacklyn Hall and Jennifer Mace discuss potential challenges of the consumer staples sector in the last quarter of 2023.
Equity Analysts Jacklyn Hall and Jennifer Mace discuss potential challenges of the consumer staples sector in the last quarter of 2023.
Insights Series | U.S. Banking System
Equity Analyst Kevin Duggan, CFA discusses the recent turmoil in the U.S. Banking industry and potential repercussions that lie ahead.
Equity Analyst Kevin Duggan, CFA discusses the recent turmoil in the U.S. Banking industry and potential repercussions that lie ahead.
Insights Series | Dissecting the Energy Landscape
Going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.
Going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.
