PRODUCT PORTFOLIO

Value-driven global and international equity investing is the focus of our business. Our team is invested in products we manage, aligning our interests with those of our clients.

Our product portfolio is founded upon our global investing philosophy, starting with the global multi-cap product. All other products (global concentrated and international) are a natural extension from the global multi-cap offering. Importantly, all products and client portfolios are managed according to the same disciplined strategy and process.

Our investment objective for the global and international equity composites is consistent: to achieve an annualized total return that exceeds the respective benchmarks at lower than market risk over a market cycle of three to five years.

We offer global and international equity management services as separately managed accounts and pooled vehicles for institutions, retirement plans, insurance companies, foundations, endowments and high-net-worth individuals.

Our firm is uniquely structured to manage core global and international equity pooled funds accessible to all types of investors. In addition to management of non-U.S. registered global funds and a common trust fund for U.S. pension plans, we manage and/or sub-advise a number of U.S. registered mutual funds.

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