• EnglishFrenchGermanItalianPortugueseRussianSpanish
  • Investment Service

    Fundamental active managers
    History dating to 2001

    Equity
    Dividend/Global Dividend
    Emerging/Frontier Markets
    Equity Option
    Global Developed
    Global ex U.S.
    Global ex U.S. Small-Cap
    Global Small-Cap
    Health Care
    Large-Cap Core
    Large-Cap Growth
    Large-Cap Value
    Multi-Cap Growth
    Real Estate
    Small-Cap
    Small/Mid-Cap
    Tax-Managed

    Alternative
    Commodity
    Currency
    Global Macro
    Hedged Equity


    Multi-Asset
    Asset Allocation
    Balanced
    Global Diversified Income

    Floating-Rate Income
    Floating-Rate Loan

    Taxable Fixed Income
    Cash Management
    Core Bond/Core Plus
    Emerging-Markets Debt
    Global
    High Yield
    Inflation-Linked
    Investment-Grade Corporate
    Laddered Corporate
    Mortgage-Backed Securities
    Multi-Asset Credit
    Multisector
    Preferred Securities
    Short Duration
    Taxable Municipal

    Municipal Income/Tax-Advantaged
    Laddered Municipal
    Municipal Income
    Floating Rate
    High Yield
    National
    State-Specific
    Opportunistic Municipal
    Tax-Advantaged Bond

    Investment science in action
    Founded in 2001

    Equity
    Dividend
    Emerging Markets
    Global
    Global ex U.S.
    Responsible
    Tax-Managed
    U.S.
    Options
    Absolute Return
    Covered Calls
    Defensive Equity
    Dynamic Hedged Equity
    Put Selling

    Alternative
    Commodity
    Income
    Enhanced Income
    Implementation
    Centralized Portfolio Management
    Custom Core™
    Exposure Management
    Policy Overlay Services
    Specialists in high-quality investing
    Founded in 2004
    Equity
    Large-Cap Growth
    Mid-Large Cap
    Small-Cap
    SMID-Cap
    Taxable Fixed Income
    Core Bond
    Intermediate Duration
    Short Duration
    Top-down global equity managers
    Founded in 2004
    Equity
    Canadian
    Emerging Markets
    Global – All Country
    Global – Developed
    Global ex U.S.
    Global leader in Responsible Investing
    History dating to 2005
    Active Equity
    Emerging Markets
    Global ex U.S.
    Global ex U.S. Small/Mid-Cap
    Large-Cap
    Mid-Cap
    Small-Cap

    Equity Index
    Global Energy
    Global ex U.S.
    Global Water
    U.S. Large-Cap Core
    U.S. Large-Cap Growth
    U.S. Large-Cap Value
    U.S. Mid-Cap Core

    Alternative
    Absolute Return Bond
    Multi-Asset
    Asset Allocation
    Balanced

    Floating-Rate Income
    Floating-Rate Loan
    Taxable Fixed Income
    Core/Core Plus
    Green Bond
    High Yield
    Long Duration
    Short Duration/Ultra-Short
    Tax-Exempt Income
    Municipal

    LEICESTER, ENGLAND

    SANTA MONICA, CA

    Get Started

    We believe the best investment insights come from specialized investment teams with discrete investment perspectives, operating under a disciplined philosophy and process with strong risk oversight.

    Our pure focus on investment management eliminates the distractions that compromise results.

    © 2019 All rights reserved.