A conviction-weighted portfolio consisting of our best 40-70 yield generating investment ideas, benchmarked against the Russell 1000 Value Index. The strategy is managed by Portfolio Managers Jessica Bemer, CFA and Anne Wickland, CFA.
Thorough reviews are conducted on each company to ensure they are in line with our investment thesis and upside target potential return
We invest in companies with low financial risk and pay attention to diversification by being conscious of sector and industry exposures
People: An experienced and dedicated investment team
Process: Opportunistic, disciplined and time-tested
Philosophy: A contrarian view on investing, incorporating modern behavioral finance research
For more information on this strategy, pleasecontact us.