Strategies

For clients in search of an investment portfolio diversified across asset classes, we combine our equity and fixed income styles with a diversified group of funds in an open architecture format to create balanced portfolios. We utilize sophisticated risk analytics and asset allocation models to ensure the portfolio is constructed and managed in accordance with each client’s unique, long-term objectives.

We offer mutual funds for those investors seeking to participate in our Large Cap Value and/or Small Cap equity strategies while wishing to commit smaller amounts of capital than would otherwise be required.

For clients interested in a specific fixed income-only portfolio, we offer a suite of Fixed Income strategies – all consistent with our long-standing views towards investing – yet each representing a unique solution: Core Fixed Income; Intermediate Government/Credit; Short Term Fixed Income; and Core Government.

For clients seeking U.S. equity-only portfolios we offer two strategies: A conservative Large Cap Value strategy designed to outperform the S&P500 Index with lower risk than the market or typical investment managers; and a Small Cap Equity strategy that seeks to exceed the returns of the Russell 2000 Index over long-term market cycles.