Our core commitment to original fundamental research, solid investment opportunities and our global reach allows us to channel our asset management skills into products for both the institutional and financial advisor marketplaces.


Mutual funds, separate accounts for pensions and endowments, alternative investments, defined contribution retirement plans - all are core competencies with innovative features and benefits designed to meet the needs of our clients. We count among our diverse client base institutions both large and small, non-profit organizations and individual investors who work with financial advisors.


With a successful track record in developing and managing a large array of investment products, we believe the future holds even greater opportunity for innovation. Our historical success does not limit us to traditional thinking regarding investment products.


Quite the opposite: Our perspective and experience, combined with our solid financial position, allow us to continually develop new and unique investment opportunities for our clients.