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Philosophy & Process

Philosophy - What We Believe

Investing in high-quality companies at attractive relative valuations has a higher probability of generating superior risk-adjusted returns.

High-quality companies typically have strong market positions, sustainable returns, healthy cash flows and strong balance sheets.

Patient investors, with long-term investment horizons, will be best positioned to benefit from inefficiencies created by equity market volatility.

Process - What We Do

Our investment process is designed to provide enduring value to our clients over a range of economic and market conditions. The portfolios are concentrated and derived from a universe of publicly traded companies located outside of the United States. We employ a bottom-up, “quantamental” approach to select stocks that are assembled into portfolios. The process consists of five parts:

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