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: