STRATEGIES FOR FINANCIAL ADVISORS
Through our deep investment management and strong research capabilities, we have built long-lasting relationships with some of the most reputable financial services firms in the country. These firms have benefited from our breadth of expertise in domestic/international equities and fixed income strategies.
International/Global Equities
We provide our clients with a diverse array of international, global and emerging markets strategies. We offer both systematic and fundamental investment approaches through diversified and more concentrated portfolios.
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Emerging Markets Small Cap
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AUM/AUA: $37.4 million*
Inception Date: 6/1/16Our Emerging Markets Small Cap equity portfolio utilizes a systematic approach to investing in small capitalization emerging market companies around the world.
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Emerging Markets
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AUM/AUA: $143.3 million*
Inception Date: 7/1/11Our Emerging Markets equity portfolio utilizes a systematic approach to investing in emerging market companies around the world.
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International Small Cap
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AUM/AUA: $599.1 million*
Inception Date: 5/1/08Our International Small Cap equity portfolio utilizes a systematic approach to investing in small capitalization companies in developed markets around the world.
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Fundamental International Small Cap
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AUM/AUA: $94.4 million
Inception Date: 7/1/2006Our Fundamental International Small Cap equity portfolio utilizes a fundamental investment approach and consists of companies with a market capitalization typically in the range of the MSCI ACWI ex US Small-Cap Index.
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Global All Cap
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AUM/AUA: $35.3 million*
Inception Date: 5/1/2013Our Global All Cap equity portfolio combines proprietary quantitative screening and independent fundamental research to invest in well-established companies, both in the U.S. and developed foreign markets, with the potential to grow their dividend streams over time. These companies typically have a market capitalization in the range of the MSCI World Index.
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*Data as of March 31, 2022.
