We believe a successful investment strategy is simple, efficient, and repeatable. Our model-driven investment approach, developed over the course of 30 years, seeks to capture financial market dislocations by measuring valuation and momentum, leading to consistent long-term results for your investment portfolio.
Everything we do is designed to prioritize our clients and employees. We have assembled an exceptional team that values relationships as well as results. We believe our diversity gives us an advantage as we conceive new ideas to benefit our clients. As a perennial winner of Pensions & Investments’ Best Places to Work in Money Management, we are focused on maintaining a high-performance culture.
What We Do
We seek to provide downside protection in sustained bear markets while also participating in bull markets for our institutional clients. Our investment process leads to proactive rebalancing into asset classes that are more likely to outperform and away from asset classes that are decreasing in value. Moreover, we capitalize on tactical opportunities quickly. Our approach benefits plans and portfolios looking to realize near-term opportunities by integrating a tactical focus to complement a plan’s long-term strategic view.