We offer benchmark-relative and absolute-return strategies across the market-cap spectrum of U.S., emerging markets, and global equities. Portfolios can be long-only or long/short. We can vary tracking error or total volatility.
We are disciplined, value-oriented investors. Due to the emphasis we give to value measures during stock selection, our process has an inherent value bias, even when we target a core benchmark like the S&P 500. That said, when faced with a core benchmark, our style will also be core-like because of the risk controls we emphasize in portfolio construction, including sector-neutrality to the benchmark and benchmark-relative limits on position size.