We identify and capitalize on significant market headwinds to maximize value creation across financial services.

We preserve alpha through the fundamental alignment of interests around enduring value creation. In a market that increasingly demands instant gratification, we believe that:

DISCIPLINE

It isn't just a philosophy, it's a profit strategy.

PATIENCE

It isn't just a virtue, it's a competitive advantage.

STEWARDSHIP

It isn't just managing assets, it's preserving legacies.

Investing involves risk, including possible loss of principal.

Funds that concentrate investments in specific industries, sectors, markets or asset classes may underperform or be more volatile than other industries, sectors, markets or asset classes than the general securities market.

Real estate investment trusts ("REITs") are subject to changes in economic conditions, credit risk and interest rate fluctuations.

International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/ developing markets or in concentrations of single countries.

There is no guarantee that dividends will be paid.

Disclaimers