Our equity investment strategy targets growth-oriented opportunities. We seek to deliver above-average returns with lower risk and better downside market capture than the representative market index. We actively manage our portfolios, concentrating our investments in the best growth opportunities at the most reasonable valuation levels.
As fixed income investors, we seek consistent, superior risk-adjusted returns using a conservative investment style. The focus of our approach is to provide a high level of interest income with lower volatility of return.
We combine growth equity and fixed income expertise to provide balanced portfolios of diverse stocks, bonds and short-term investments tailored to clients’ specific requirements.