Strategy Overview
All our investment strategies are predicated on the belief that strong long-term investment results are best achieved through the compounding of reasonable gains and the avoidance of major losses.
| Strategies | Mutual Funds | Separate Accounts |
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Equity |
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Our equity strategy invests across the market cap spectrum with the goal of creating high conviction portfolios of out-of-favor companies with identifiable catalysts for growth. |
» Equity |
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Fixed Income |
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Our fixed income strategy employs a multi-sector and flexible duration approach that seeks to invest in securities offering the highest risk-adjusted yield and expected total return. |
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Flexible Balanced |
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Our flexible balanced strategy combines our equity and fixed income strategies using a flexible allocation approach. The strategy seeks to capitalize on the growth attributes of equities and the capital preservation attributes of bonds. |