We are active, aggressive growth managers. Our approach is very opportunistic. It’s about looking at opportunities and ideas from every angle, being open to whatever markets, asset classes and strategies can offer our clients the best return on their investment. It’s an aggressive, but highly disciplined approach. It’s not enough for an investment to be a good opportunity — it has to be the right opportunity in the context of each portfolio.

 
Investment Philosophy & Process

Consistent and collaborative investment process across all of the firm’s investment portfolios.

Top Down, Bottom Up Approach … Macro Themes Coupled with Rigorous Fundamental Analysis… And a Developing Catalyst

  • A strong emphasis on determining the correct macro themes to determine the sectors and strategies on which to focus.

  • Rigorous fundamental analysis to seek out the best risk-adjusted investment opportunities within the focus sectors and strategies.

  • A global network of relationships including company executives and industry analysts.

  • Emphasis on seeking out catalyst and event-driven situations that provide strong risk/reward exit opportunities.

  • Our investment management approach is opportunistic and active within a rigorous risk management framework.