Build a compelling portfolio with equity strategies.

Long-term, bottom-up fundamental investors managing U.S. large-cap and mid-cap equity portfolios with a specific preference for high-quality businesses run by owner-operators.

Specializes in the management of small-, SMID-, and mid-cap U.S. growth equities using a bottom-up, growth-oriented approach to find good companies that are getting stronger and exceeding investor expectations.

Committed to fundamental analysis and the belief that quality companies make good stocks, we have the patience and confidence to invest in SMID-, mid-, and large-cap U.S. equities over the long term.

With experienced resources around the world, we combine global insights with local knowledge to deliver a wide range of fundamental and systematic specialized equity investment solutions spanning all regions and market caps.

Offering exposure to the global infrastructure market, emphasizing research-driven stock selection as the primary driver of excess returns, our dedicated team of listed infrastructure specialists have complementary experiences investing in infrastructure and broader public equity markets around the world. Our investment process fully integrates sustainability considerations and leverages time-tested investment philosophies.

Our globally based real estate securities team is one of the largest active managers of real estate securities. For more than 25 years, we have leveraged our deep expertise across global commercial real estate sectors and regions to identify market inefficiencies, capitalize on mispriced opportunities, and generate alpha for our clients.