Our investment approach combines global macroeconomic analysis with in-depth fundamental research to assess investment opportunities. We evaluate economic conditions, market trends, valuations, and other factors across regions and sectors, alongside fundamental research on individual investments. This integrated approach informs the construction of diversified portfolios designed to pursue each strategy’s long-term investment objectives.*
Portfolios are built through a disciplined process that considers investment opportunities alongside risk considerations. We consider diversification across countries, sectors, and investment styles while maintaining a focus on valuation, liquidity, and portfolio characteristics relative to the benchmark. Risk is monitored through portfolio reviews, compliance oversight, and liquidity analysis, with the objective of maintaining consistency with applicable investment guidelines and client objectives.*
Investment decisions are informed by ongoing assessments of valuation, portfolio positioning, and relative opportunities within the investment universe. Positions may be initiated, increased, reduced, or exited as valuations change, portfolio exposures are adjusted, or the investment team identifies other opportunities. This approach is intended to maintain alignment with portfolio objectives as investment conditions and relative opportunities change.*
*Investment processes and portfolio positioning may vary by strategy, mandate and market conditions. There is no assurance that any investment objective will be achieved or that any investment approach or risk-management process will be successful. Investing involves risk, including the possible loss of principal.