Our investment processes are clearly defined and disciplined.
Our investment strategy is to deliver top quartile performance over
each market cycle by consistently delivering attractive returns.
We work to outperform the major market indices (e.g. S&P 500, Russell 2000,
Lehman Government/Corporate) every year. Managers who outperform
the market over a full cycle typically rank near the top of their
peer group. Those who get there by outperforming in each individual
year usually have lower than average risk. We aim to hit both marks.

Equity Investment Process

Formulation of a Macro Outlook based on an analysis of the yield curve and current economic environment.

Strategic Sector Allocation using our Equity Duration model and based on our macro outlook.

Quantitative Analysis to identify an attractive universe of securities.

Security Selection using fundamental analysis.

Portfolio Construction taking into account attractive securities, optimal risk profiles, and diversification.

Fixed Income Investment Process

Utilization of a dynamic core fixed income strategy.

Four-Pronged Approach to Investment Process -

• Duration
• Spread Sectors
• Yield Curve
• Index

Combination of macro trend and market scenario analysis, quantitative models, and credit research.