Investment Objective

The primary objective of the strategy is to achieve long-term capital appreciation through investment in a portfolio of high-quality equity or equity-related securities of issuers throughout the world.

Investment Strategy

We believe that growth drives returns, quality protects against downside and valuation matters. This philosophy is applied through a fundamental bottom up stock selection-based process which creates concentrated portfolios of stocks which each have significantly better quality and growth characteristics than the market average, but are not overvalued at the time of purchase. The portfolio normally consists of 15 to 30 names.

Related Strategies

Prospectus Series I
Segregated Accounts
Prospectus Series W