Kevin Toney, CFA
Phil Davidson, CFA
Michael Liss, CFA, CPA
Brian Woglom, CFA
Phil Sundell, CFA
Adam Krenn, CFA
David Byrns, CFA
10 Investment Analysts
6 Client Portfolio Managers
Investing in large-cap, high-quality companies temporarily selling at a discount with the goal of providing risk-adjusted returns and downside protection.
Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.
High-quality companies are typically those that exhibit high, stable and sustainable returns on capital, attractive free cash flow generation, low financial leverage, and franchise sustainability.
Sources: Frank Russell Co., FactSet
Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.
Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.
The Russell 1000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.