Take Intelligent Risks

We recognize that investment rewards are rarely achieved without using risk in an intelligent way.

Our deep understanding of risk dynamics guides our efforts to manage portfolios in line with clients’ expectations.

  • Proprietary scenario analysis and risk modeling provide our portfolio managers with insights on how changes in market conditions and security fundamentals may impact portfolios.
  • Our risk analysts work closely with each investment team to ensure that risk is considered at every stage of the investment process.
  • The risk team remains independent of the investment team. Our Chief Risk Officer reports to the firm’s CEO to ensure that our risk analysis is objective and free of conflicts of interest.