OUR APPROACH

Behavioral finance  is based on the belief that attractively valued, high quality stocks with positive momentum outperform the market due to pricing anomalies caused by persistent and identifiable investor behavioral biases. We combine stocks with strong value, quality and momentum characteristics, seeking outperformance on a more consistent basis throughout market cycles.

Research driven is a partnership between our portfolio managers and research analysts. They seek to identify attractive stocks based upon three drivers of price – intrinsic value, quality and catalyst. This creates an information advantage giving us the potential to deliver strong investment results for our clients.