Our Philosophy

We draw on our knowledge and experience to identify outstanding investment opportunities with superior quality, valuation and growth parameters. We make investments only when the market presents opportunities in which attractive long-term returns may be achieved with limited downside risk. Our proprietary EDGE® (Enhanced Dynamic General Equilibrium*) portfolio construction and risk management processes are key to ensure discipline and to promote downside protection over a full market cycle. 

*No claim is made to the exclusive right to use “Dynamic General Equilibrium” apart from the mark as shown.