Our Investment Philosophy

We serve as fiduciaries to our investors and believe thorough research and a disciplined investment process are critical to success. Our core beliefs support the implementation and execution of our investment philosophy.

  • Research allows us to base decisions on knowledge rather than speculation or passing fads.
  • We believe:
    • A global investment perspective can lead to greater investment opportunities.
    • Markets are not always efficient—which can lead to exceptional opportunities.
    • Low costs, transparency and tax-efficiency are key determinants of success.
  • We invest for the long term.
  • We are independent thinkers.
  • We employ a disciplined, consistent investment process.
  • We invest clients’ money as if it were our own.