We are primarily bottom-up investors, focusing on stock selection. Our analysts review a wide range of sectors and stocks for inclusion in our universe. The bottom-up approach is complemented by a top-down review that identifies the most attractive sectors and themes.

Blended Approach

Equity Selection Process
We screen the total universe to ensure securities meet the particular mandate and have sufficient liquidity, and continue to monitor regularly.

Quality, Valuation and Risk Screening
Our proprietary Quality, Valuation and Risk (QVR) screening and ranking process is designed to identify the most attractively ranked companies as candidates for inclusion in our portfolios.

Equity Portfolio Construction
Portfolios are constructed to achieve attractive rates of return with a lower level of risk. The portfolios are well-diversified across all major sectors. Our sector limits ensure we are not over or underexposed to any particular sector.

Sell Criteria
Stocks are sold for a variety of reasons, such as changes in economic and market conditions or company fundamentals.