Comprehensive research and a unique culture set the foundation for all that we do. As economic and market conditions change, we believe security-specific insight is integral to success in all environments. Depth and diversity of research perspectives and an open, honest, engaging culture facilitate better decision making and better results.

Research resources are broad and deep. Portfolios draw upon the fundamental insights of our company, industry, sector and regional experts. The exhaustive coverage and perspective offered by central research is complemented by our derivatives research team and the style/capitalization analysis conducted within product teams.

Our goals are aligned with the goals of our clients. Each investment strategy is managed by a team of portfolio managers and supported by resources customized to that team’s philosophy and approach. We believe small, focused teams offer optimum balance between discussion and effective decision making.

With a broad group of experienced analysts, portfolio managers and traders, the collective vision of the equity group is powerful. Bottom-up stock analysis is complemented by strategic discussions that take place within our equity organization. Working through ideas and challenging each other helps bring out the best in our managers and analysts.