Each strategy is an application of our free-cash-flow oriented process and our rigorous risk management framework.
U.S. Value
Seeks superior total and risk-adjusted returns by investing in U.S. large-cap companies.
Read More »U.S. All Cap Value
Seeks superior total and risk-adjusted returns by investing in U.S. companies across the market-cap spectrum.
Read More »U.S. Small Cap Quality Value
Seeks superior total and risk-adjusted returns by investing in U.S. small-cap companies.
Read More »U.S. SMID Cap Quality Value
Seeks superior total and risk-adjusted returns by investing in U.S. small- and mid-cap companies.
Read More »U.S. Choice
Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of U.S. companies.
Read More »Global Choice
Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of companies worldwide.
Read More »Global Absolute Return
Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of global companies.
Read More »Non-U.S. Equity Choice
Seeks superior total and risk-adjusted returns by investing in companies based outside the U.S.
Read More »Emerging Markets Equity
Seeks superior total and risk-adjusted returns by investing in companies based in emerging and frontier countries.
Read More »U.S. Equity Shareholder Yield
Seeks superior total and risk-adjusted returns with high dividend income and below-market volatility.
Read More »Global Equity Shareholder Yield
Seeks superior total and risk-adjusted returns with high dividend income and below-market volatility.
Read More »U.S. Quality Capital Reinvestment
Seeks superior total and risk-adjusted returns by investing in companies that reinvest in their business to grow free cash flow.
Read More »Global Quality Capital Reinvestment
Seeks superior total and risk-adjusted returns by investing in companies that reinvest in their business to grow free cash flow.
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