• Depending on the client’s objective and risk tolerance, the strategy seeks to provide capital growth, current income, and preservation of capital through a portfolio of stocks and fixed income investments
  • Objective is to generate long-term positive absolute returns across market cycles
  • Invest in high-quality and attractively priced companies and fixed income investments while exercising a deep understanding of the macroeconomic environment to manage investment risk
  • Consider volatility an opportunity rather than a risk
  • Unconstrained by geography, sector, or market capitalization

Portfolio Managers: Howard Chin, Adrian Morffi, David Descalzi

Annual Fee of 1.1%

Link to Quarterly Commentaries