Our Process

Our Process

We utilize a combination of analysis types and sources at the center of our investment process. We seek to add value across all risk attributes by:

• Following a benchmark driven approach to top down decision making which is overseen by our Investment Committee.

• We employ a compilation of quantitative and qualitative inputs in bottom up portfolio construction for sector allocation and security selection.

• Relative value determination, portfolio managers and analysts are central to portfolio strategy implementation.

• Risk management is essential to our process and employed at all stages of portfolio management.