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About Us

Great outcomes require great partnerships

We are fiercely committed to generating excellent, long-term investment outcomes and building enduring partnerships. We accomplish this through our shared investment principles and client alignment philosophy.

Our shared investment principles

Our shared investment principles align our investment professionals across multiple capabilities, are foundational to how we invest and support our aim of generating excellent long-term investment results.

Active, fundamental approach

An active, research-driven approach that capitalizes on our intellectual curiosity and unique insights is essential to deliver better returns than benchmarks or peers.

Ownership

Investing with an ownership mentality requires deep due diligence to build the conviction needed to invest over the long term.

Long term

Focusing on the long term allows us to look beyond near-term noise, allowing clients to realize the benefits of our deep, disciplined research process.

Valuation discipline

We believe the best way to compound returns is to take an ownership stake in an investment at a discount to its underlying value and have the discipline to wait for that value to be realized.

Strategic capacity management

Prudent capacity management protects our ability to generate competitive long-term investment results for our clients.

Our client alignment philosophy

We build long-term partnerships by aligning our interests with those of our clients. This philosophy ensures our clients' best interests come first.

Clients benefit when we keep asset levels in check

Greater assets under management (AUM) lead to higher revenue for managers but can negatively impact existing clients' performance. Our portfolio managers are incentivized to close strategies to protect their ability to generate excess returns.

More on capacity management

We're invested with our clients, so when they win, we win

Our portfolio managers have significant personal investments in the strategies they manage, promoting alignment with clients.

Returns are what motivate us

Portfolio manager compensation is driven by investment results over rolling five-year periods, ensuring they are focused singularly on delivering excellent long-term outcomes.

Reasonable fees allow clients to hold on to more of their return

Our clients are best served when they capture the majority of outperformance. Therefore, we set competitive fees that still allow us to build and retain an investment team capable of achieving excellent results.

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Our investment capabilities

Our emphasis on investment excellence fosters an environment that cultivates creative thinking and unique insights in four key asset classes.

US Equity

International Equity

Alternatives

Fixed Income

Total Assets: $32.8 Billion

Assets Under Management1 : $31.0B

US Equity $MM
Large Cap 16,702
Small-Mid Cap 1,492
Mid Cap 1,032
Select 806
Small Cap 250
Large Cap Concentrated 170
Micro Cap 42
International Equity
International 156
Alternatives
Long-Short 2,078
Fixed Income
Short Duration Securitized Bond 4,479
Core Bond 3,244
Short Duration Investment Grade 194
Securitized Credit 116
Intermediate Bond 110
Core Plus Bond 92
Securitized Total Return 31
Additional Fixed Income2 25

Assets Under Advisement3 :$1.8B

1As of 31 Aug 2025.

2Includes assets from non-marketed separate accounts.

3Estimated as of 30 Jun 2025. Includes assets under advisement in the Large Cap, Large Cap Concentrated, Mid Cap and Select Strategies.

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