Active Approach

We define the three components of our investment process as follows:

  1. Idea Generation - Various research processes generating independent views and signals that are expressed in a common language and shared through our Investment Opinion Network (ION).
  2. Design - Methods producing a transparent framework specifying how investment views and signals are used to adopt risk help produce the desired investment outcome.
  3. Process Management - An ongoing series of routine methods and processes intended to measure the effectiveness of process steps while providing a basis for control and risk management.