Who We Are

As a firm, we hold ourselves to a core set of values — our fundamental beliefs and operating principles:

Challenging Convention

We are bold and agile thinkers, challenging the status quo in our pursuit of excellence and our search for truths. We work relentlessly to innovate through healthy debate, rigorous research and testing.


We continually engage with our clients. Our success is defined by how well we help them to achieve their investment objectives. We have a strong alignment of interests with our clients, and hold ourselves to the highest ethical standards and intellectual principles.

Organizational Excellence

We are committed to our people. We hire the brightest and invest in their success. We constantly strive to spark curiosity, hone skills, apply talents and value contributions.

Sharing Insight

We seek to demystify investing through the sharing of our research and ideas with our investors. We believe transparency and investor education are critical in building strong, long-lasting relationships.