Equities are primarily invested in medium to large-capitalization companies in North America, Western Europe, Asia Pacific, and Emerging Markets. Fixed-income is primarily investment-grade bonds and asset-backed securities.
Our strategy offers international investing to take advantage of the growth opportunities in global markets and diversify your portfolio.
Our process starts by understanding the big picture - Such as geopolitical events and the path of interest rates are some of the key factors influencing global markets. From there, we dive into smaller factors in finer details, research, and analyze companies based on their qualities, growth, and value - the three pillars for company selection.
Fiscal, monetary, and geopolitical events affecting the global economy. Focuses on interest rates, GDP, unemployment rates, inflation, and trade policies.
Take into account geopolitical risks, currency risk, interest rate risk, demographics, and economic cycle on the local economy.
Analyze industry structure, competition, demographics, and government regulations affecting the industry.
Mid- to Large-Cap companies with a competitive advantage, sustainable growth trend, diversified business, reasonable leverage, and proven management.
Mid- to Large-Cap companies with a proven track record of disciplined and diversified growth.
Sustainable competitive advantage of products and services, strong industry growth trend.
Undervalued by the market or trading for less than their intrinsic or book value.
We take socially responsible investing seriously and we impose investment restrictions on certain business sectors. While it is difficult to draw a fine line between companies that are socially responsible and those that are not, we do not actively or directly invest in the following sectors:
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