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Deep Dive Research
(1)
Dividend Growth Analysis
(1)
Fundamental Analysis
(1)
Company Visits
(1)
Revenue Growth Models
(1)
Bottom-up Selection
(1)
Core Business Runway
(1)
Improving Financials
(1)
Pricing Power
(1)
Expected Return Calculation
(1)
No Macro Overlay
(1)
Growth Longevity Analysis
(1)
Sustainable Business Models
(1)
Business and Financial Models
(1)
Size of Disruption
(1)
Fundamental Analysis
(2)
Revenue Growth Models
(2)
No Macro Views
(2)
Core Earnings Growth
(2)
Expected Return Calculation
(2)
Growth Longevity Analysis
(2)
Earnings Growth Factors
(2)
Sustainable Business Models
(2)
Trends Across Industries
(2)
Superior and Sustainable Growth
(2)
Fundamental Momentum
(2)
Qualitative and Quantitative Screening
(2)
Deep Dive Research
(2)
Positive and Sustainable Change
(2)
Expectation Gap Calculation
(2)
Fundamental Analysis
(1)
Company Visits
(1)
Revenue Growth Models
(1)
Bottom-up Selection
(1)
Return on Capital
(1)
Core Business Runway
(1)
Free Cash Flow Analysis
(1)
Improving Financials
(1)
Pricing Power
(1)
Frequent Management Contacts
(1)
Core Earnings Growth
(1)
Expected Return Calculation
(1)
Duration of Change Analysis
(1)
Fundamental Momentum
(1)
Seeking Earnings Acceleration
(1)
Moat
(1)
Business and Financial Models
(1)
Return of Capital Drivers
(1)
Earnings Growth
(1)
Deep Dive Research
(1)
Multi-factor Models by Industries
(1)
Fundamental Analysis
(1)
Company Ranking System
(1)
Barrier to Entry
(1)
Core Business Runway
(1)
Free Cash Flow Analysis
(1)
Pricing Power
(1)
Superior and Sustainable Growth
(1)
Qualitative and Quantitative Screening
(1)
Trend and Volatility of Business Metrics
(1)
Earnings Growth
(1)
Deep Dive Research
(1)
Understanding Macroeconomic Influences
(1)
Sector Dynamics
(1)
Competitive Positioning
(1)
Management Ethos
(1)
Track Record Of Operational Efficiency
(1)
Fundamental Analysis
(2)
Growth Longevity Analysis
(2)
Sustainable Business Models
(2)
Trends Across Industries
(2)
Fundamental Momentum
(2)
Qualitative and Quantitative Screening
(2)
Free Cash Flow
(2)
Closed-end funds Discount Analysis
(2)
Real Time NAV Analysis
(2)
Discount Analysis to History
(2)
Peers and Asset Class
(2)
Corporate Action Catalyst
(2)
Shareholder Activism
(2)
Fundamental Analysis
(3)
Revenue Growth Models
(3)
Return on Capital
(3)
Free Cash Flow Analysis
(3)
Pricing Power
(3)
Expected Return Calculation
(3)
Growth Longevity Analysis
(3)
Sustainable Business Models
(3)
Trends Across Industries
(3)
Fundamental Momentum
(3)
Qualitative and Quantitative Screening
(3)
Flexible Team Structure
(3)
Fundamental Analysis
(2)
Bottom-up Selection
(2)
Qualitative and Quantitative Screening
(2)
Collaboration Across Sector Teams
(2)
Portfolio
(43)
RIC Fund
(1)
Diversified
(1)
Total Return Driven
(1)
High Current Income
(1)
High Yield Bonds
(1)
CMBS
(1)
Hybrids
(1)
Bank Loans
(1)
Junior Debt
(1)
Municipal Bonds
(1)
Diversified
(1)
Index Aware
(1)
Down Market Outperformer
(1)
Concentrated
(1)
Geographically Diversified
(1)
Consistent Earners
(1)
Emerging Franchise
(1)
Basic Value
(1)
ETFs
(1)
Emerging Markets
(1)
U.S. Small Caps
(1)
Developed International Markets
(1)
U.S. Treasuries
(1)
Gold
(1)
Real Estate
(1)
Concentrated
(1)
Benchmark Aware
(1)
Diversified Across Sectors and Countries
(1)
Concentrated Portfolio
(1)
Concentrated
(1)
Alpha through Security Selection instead of Sector Allocation
(1)
Strict Sell Discipline
(1)
Diversified
(1)
Benchmark Aware
(1)
Concentrated
(1)
Growth Spectrum
(1)
Let Winners Run
(1)
Strict Sell Discipline
(1)
Team Based Process
(1)
Benchmark Aware
(1)
Diversified
(1)
Concentrated
(1)
Benchmark Aware
(1)
Collaborative
(1)
Competition Aware
(1)
Diversified
(1)
Opportunistic
(1)
Cheap Commodity Prices
(1)
Depressed Valuation
(1)
Low Turnover
(1)
Diversified across Markets Caps
(1)
Diversified across Sectors
(1)
Diversified across Growth Life Cycle Stages
(1)
Focus on Sharpe and Information Ratio
(1)
Conditional Value at Risk
(1)
Risk-Aware Construction
(1)
Concentrated Portfolio
(2)
Valuation Driven
(2)
Shorter Bond Duration
(2)
25%-40% in Bonds
(2)
Not Invested in U.S. Treasuries
(2)
Diversified Portfolio
(1)
Portfolio Optimizer
(1)
Long-Short Portfolio
(1)
Minimizing Transaction Cost
(1)
Shorting High-Beta Stocks
(1)
Upside Potential Driven Sizes
(2)
Consistent Earners
(2)
Benchmark Aware
(2)
50-70 Holdings
(2)
Benchmark Aware
(2)
Diversified across Sectors
(2)
Total Return Driven
(1)
Geographically Diversified
(1)
Real Estate
(1)
Concentrated
(1)
Benchmark Aware
(1)
Diversified across Markets Caps
(1)
Diversified across Sectors
(1)
High Conviction Stocks
(1)
Diversified
(1)
Strict Sell Discipline
(1)
Concentrated
(1)
Let Winners Run
(1)
Hold at least One Year
(1)
Diversified across Sectors
(1)
Diversified Across Property Types
(1)
Diversified Across Sectors and Countries
(1)
Strict Sell Discipline
(1)
Benchmark Aware
(1)
Collaborative
(1)
Diversified
(1)
Diversified across Markets Caps
(1)
Focused but Not Concentrated Portfolio
(1)
Real Estate
(1)
Benchmark Aware
(1)
Concentrated Portfolio
(1)
Diversified across Sectors
(1)
Total Return Driven
(1)
Geographically Diversified
(1)
Team Based Process
(1)
Collaborative
(1)
Diversified
(1)
Real Estate
(1)
Benchmark Aware
(1)
Focus on Sharpe and Information Ratio
(1)
1- to 5-year TIPS
(1)
Diversified
(2)
Real Estate
(2)
Benchmark Aware
(2)
Concentrated Portfolio
(2)
Alpha through Security Selection instead of Sector Allocation
(2)
Benchmark Aware
(2)
Strict Sell Discipline
(2)
Diversified
(1)
Team Based Process
(1)
Benchmark Aware
(1)
Collaborative
(1)
Opportunistic
(1)
High Active Share Ratio
(1)
Concentrated
(1)
Team Based Process
(1)
Benchmark Aware
(1)
Collaborative
(1)
Diversified across Sectors
(1)
U.S. Small Caps
(1)
Concentrated Portfolio
(1)
Alpha through Security Selection instead of Sector Allocation
(1)
Strict Sell Discipline
(1)
Team Based Process
(1)
Attractive PEG Ratio
(1)
Invest More deliberately and gradually in top names
(1)
Diversified
(1)
Benchmark Aware
(1)
Team Based Process
(1)
Collaborative
(1)
Diversified across Sectors
(1)
Total Return Driven
(1)
Diversified
(1)
Strict Sell Discipline
(1)
Team Based Process
(1)
Collaborative
(1)
High Conviction Ideas Only
(1)
Bank Loans
(2)
Team Based Process
(2)
Collaborative
(2)
Highly Selective
(2)
Investment Grade Bonds
(2)
Concentrated Portfolio
(2)
Benchmark Aware
(2)
Strict Sell Discipline
(2)
Sector and Market Cap Neutral Portfolio
(2)
Market Cap $5 Billion+
(2)
35 to 40 holdings
(2)
Benchmark Aware
(2)
Team Based Process
(2)
Collaborative
(2)
Diversified
(2)
Diversified across Sectors
(2)
Consistent Implementation of Guiding Principles
(2)
Concentrated Portfolio
(1)
Benchmark Aware
(1)
Let Winners Run
(1)
Strict Sell Discipline
(1)
Benchmark Aware
(1)
Concentrated Portfolio
(1)
Let Winners Run
(1)
Strict Sell Discipline
(1)
Collaborative
(1)
Diversified
(2)
Emerging Franchise
(2)
U.S. Small Caps
(2)
Benchmark Aware
(2)
Strict Sell Discipline
(2)
Collaborative
(2)
Depressed Valuation
(2)
Low Turnover
(2)
Geographically Diversified
(1)
Growth Spectrum
(1)
Let Winners Run
(1)
Strict Sell Discipline
(1)
Concentrated
(1)
Opportunistic
(1)
Diversified across Markets Caps
(1)
Diversified
(1)
Benchmark Aware
(1)
Sector Neutrality
(1)
Control Tracking Error
(1)
Geographically Diversified
(1)
Emerging Markets
(1)
Developed International Markets
(1)
Let Winners Run
(1)
Team Based Process
(1)
Steady Growers
(1)
Oligopolies
(1)
Tech Edge
(1)
Diversified in Stocks
(2)
Bonds
(2)
Agency Securities and
(2)
Asset Class Based ETFs
(2)
Benchmark Aware
(3)
Alpha through Security Selection instead of Sector Allocation
(3)
Diversified Across Fixed Income Sectors
(3)
Buy and Hold Approach
(3)
Diversified
(2)
Benchmark Aware
(2)
Team Based Process
(2)
Diversified
(2)
Risk
(45)
Risk Report
(1)
Risk Reward Analysis
(1)
Counterpart Risk Analysis
(1)
Position Size
(1)
Constant Reviews
(1)
Risk|Reward Ratio Focused
(1)
Bond Quality Focused
(1)
Low Volatility
(1)
Low Downside Capture Ratio
(1)
Stock Selection Process
(1)
Truncate Downside
(1)
Target Price Driven Sell Discipline
(1)
Diversification
(1)
Position Size
(1)
Pain Index
(1)
Frequency of Losses
(1)
Recovery Period
(1)
Downside Control
(1)
Fundamental Risk
(1)
Process Risk
(1)
Idiosyncratic Risk
(1)
Risk Manager
(1)
Country Exposure
(1)
Measure Tracking Error
(1)
Risk Analysis Review
(1)
Position Size
(1)
Standard Deviation
(1)
Opportunity Cost
(1)
Permanent Loss of Capital
(1)
Quality Scoring Methodology
(1)
Position Size
(1)
Permanent Loss of Capital
(1)
Never Compromise on Quality
(1)
Price Sensitive
(1)
Cash
(1)
Position Size
(1)
Deep Research Driven
(1)
Downside Control
(1)
Idiosyncratic Risk
(1)
Position Size
(1)
Known Risks
(1)
Unexpected Risks
(1)
Management Trust
(1)
Measure Tracking Error
(1)
Consistent Return Focused
(1)
Risk|Reward Ratio Focused
(1)
Early View on Commodities
(1)
Risk Balancing
(1)
Significant Event Monitoring
(1)
Factors Affecting Valuation Multiples
(1)
Attribution Analysis
(1)
Idiosyncratic Risk
(1)
Strict Sell Discipline
(1)
Stop Outs Risk Management
(1)
Position Size
(1)
Risk|Reward Ratio Focused
(2)
Overvaluation Aware
(2)
Low Correlation
(1)
Low Downside Risk
(1)
Risk Reward Analysis
(1)
Risk|Reward Ratio Focused
(1)
Attribution Analysis
(1)
Specific Risk Targeting
(1)
Valuation Approach
(2)
Active Management
(2)
Absolute Pricing Orientation
(2)
Risk Profile Analysis
(2)
Permanent Loss of Capital
(2)
Never Compromise on Quality
(2)
Position Size
(2)
Position Size
(1)
Constant Reviews
(1)
Stock Selection Process
(1)
Tracking Error Limit of 2%
(1)
Scenario Analysis
(1)
Risk Reward Analysis
(1)
Position Size
(1)
Constant Reviews
(1)
Risk|Reward Ratio Focused
(1)
Diversification
(1)
Risk Balancing
(1)
Counterpart Risk Analysis
(1)
Credit Risk
(1)
Interest Rate Risk
(1)
Avoiding Value Trap
(1)
Strictly Follow Quantitative Model
(1)
Risk|Reward Ratio Focused
(1)
Permanent Loss of Capital
(1)
Never Compromise on Quality
(1)
Embedded Risk Management in Process
(1)
Balance Sheet Quality Focused
(1)
Return Focused
(1)
Constant Reviews
(1)
Country Exposure
(1)
Quality Scoring Methodology
(1)
Position Size
(1)
Risk|Reward Ratio Focused
(1)
Risk Report
(1)
Risk|Reward Ratio Focused
(1)
Position Size
(1)
Risk Analysis Review
(1)
Portfolio Aggregate Risk
(1)
Sharpe Ratio Ranking Driven
(1)
Risk Reward Analysis
(2)
Constant Reviews
(2)
Risk|Reward Ratio Focused
(2)
Position Size
(2)
Frequent Management Contacts
(2)
Downside Control
(1)
Fundamental Risk
(1)
Idiosyncratic Risk
(1)
Permanent Loss of Capital
(1)
Position Size
(1)
Permanent Loss of Capital
(1)
Risk|Reward Ratio Focused
(1)
Consistent Return Focused
(1)
Focused on Excess Return to Index
(1)
Constant Reviews
(1)
Significant Event Monitoring
(1)
Independent monitoring
(1)
Property Supply Pipeline
(1)
Risk Reward Analysis
(1)
Stock Selection Process
(1)
Never Compromise on Quality
(1)
Deep Research Driven
(1)
Multi-manager Approach
(1)
Split Between Foundation and Opportunity Growth Stocks
(1)
Risk Reward Analysis
(1)
Idiosyncratic Risk
(1)
Risk Analysis Review
(1)
Position Size
(1)
Deep Research Driven
(1)
Downside Control
(1)
Valuation Sensitive
(1)
Balancing Risk Between Idiosyncratic and Secular Growth Stocks
(1)
Risk|Reward Ratio Focused
(1)
Managing Risk at Every Step of Investment Process
(1)
Risk Reward Analysis
(1)
Risk|Reward Ratio Focused
(1)
Diversification
(1)
Permanent Loss of Capital
(1)
Position Size
(1)
Credit Risk
(1)
Interest Rate Risk
(1)
Convexity Risk
(1)
Diversification
(2)
Fundamental Risk
(2)
Idiosyncratic Risk
(2)
Risk Analysis Review
(2)
Downside Control
(2)
Risk|Reward Ratio Focused
(2)
Credit Risk
(2)
Liquidity Risk
(2)
Stock Selection Process
(2)
Diversification
(2)
Position Size
(2)
Deep Research Driven
(2)
Consistent Return Focused
(2)
Avoiding Weakening Businesses
(2)
Knowing Well What You Own
(2)
Risk Reward Analysis
(2)
Position Size
(2)
Risk|Reward Ratio Focused
(2)
Low Volatility
(2)
Significant Event Monitoring
(2)
Monitor Standard Deviation of Excess Return Over Time
(2)
Deep Research Driven
(1)
Aversion to High Debt
(1)
Invest in Dividend Payers Only
(1)
Quality Businesses
(1)
Stock Selection Process
(1)
Downside Control
(1)
Permanent Loss of Capital
(1)
Position Size
(1)
Never Compromise on Quality
(1)
Deep Research Driven
(1)
Management Trust
(1)
Performance Preservation
(1)
Permanent Loss of Capital
(2)
Price Sensitive
(2)
Position Size
(2)
Deep Research Driven
(2)
Downside Control
(2)
Idiosyncratic Risk
(2)
Unexpected Risks
(2)
Idiosyncratic Risk
(2)
Separate Rewarded and Unrewarded Risks
(2)
Risk Reward Analysis
(1)
Constant Reviews
(1)
Stock Selection Process
(1)
Downside Control
(1)
Permanent Loss of Capital
(1)
Position Size
(1)
Never Compromise on Quality
(1)
Deep Research Driven
(1)
Significant Event Monitoring
(1)
Constant Reviews
(1)
Low Downside Capture Ratio
(1)
Measure Tracking Error
(1)
Consistent Return Focused
(1)
Attribution Analysis
(1)
Diversification
(1)
Permanent Loss of Capital
(1)
Position Size
(1)
Never Compromise on Quality
(1)
Deep Research Driven
(1)
Diversified Customer Base
(1)
Disciplined Investment Process
(1)
Risk Reward Analysis
(2)
Position Size
(2)
Stock Selection Process
(2)
Downside Control
(2)
Factors Affecting Valuation Multiples
(2)
Idiosyncratic Risk
(2)
Stick to 60-40 Allocation
(2)
Permanent Loss of Capital
(2)
No Individual Security Risk
(2)
No Sector Risk
(2)
Manage Asset Class Risk
(2)
Manage Correlation Risk
(2)
Risk|Reward Ratio Focused
(3)
Low Volatility
(3)
Downside Control
(3)
Fundamental Risk
(3)
Idiosyncratic Risk
(3)
Permanent Loss of Capital
(3)
Position Size
(3)
Permanent Loss of Capital
(3)
Never Compromise on Quality
(3)
Deep Research Driven
(3)
Volatility Management
(2)
Scenario Analysis
(2)
Correlation Trend Across Sectors
(2)
History
(1)
40 Years of Consistent Focus
(1)
Mission
(7)
Generate 200 basis points of Alpha
(1)
Seek Return and Inflation Protection
(1)
Diversity in Commercial Real Estate
(2)
Total Return Focused
(2)
Generate Income
(2)
High Conviction Ideas
(1)
Foundation Growth and Opportunity Growth
(1)
Balancing Risk and Return Potential
(2)
Safety of Principal
(3)
Minimize Risk of Permanent Loss of Capital
(3)
Stable Net Income
(3)
Smooth Ride with Downside Protection
(2)
Superior Risk-adjusted Return
(2)
Manager
(0)
Focus
(42)
Small Caps
(1)
Developed and Emerging Markets
(1)
Social Responsibility
(1)
Momentum and Earnings Sustainability
(1)
ESG
(1)
Innovators and Disruptors
(1)
Emerging Markets
(1)
Smid Cap Strategy
(1)
Quality Focus
(1)
$1.5B Market Cap Hurdle
(1)
Businesses with High Return on Capital
(1)
Pay Fair Price
(1)
5-Year Holding Horizon
(1)
Growth and Quality
(1)
Put Options
(1)
High Yield Bonds
(1)
Corporate Bonds
(1)
International Stocks
(1)
Emerging Markets
(1)
Smid Cap Strategy
(1)
Energy Stocks
(1)
Infrastructure Stocks
(1)
Energy Midstream Space
(1)
Technology Leaders
(1)
Mid-Cap High Growth
(1)
Cloud Computing
(1)
Semiconductor Cycle
(1)
Enterprise Technology
(1)
Healthcare
(1)
Growth Analysis
(1)
Medicare Growth
(1)
Healthcare
(1)
Technology
(1)
Biotechnology
(1)
Natural Resources
(1)
Commodity Price Trends
(1)
Growth Analysis
(1)
Corporate Bonds
(1)
U.S. Core Fixed Income
(1)
Government Agency Mortgages
(1)
Asset-Backed Securities
(1)
Balanced Investing
(2)
Small-Cap and Mid-Cap Growth
(2)
Grains
(1)
Futures
(1)
Commodities
(1)
Agricultural Market
(1)
Global Large-Cap Stocks
(1)
Developed Markets
(1)
Real Estate
(2)
Healthcare REITs
(2)
REITs
(2)
Residential REITs
(2)
Office REITs
(2)
Retail REITs
(2)
Real Estate
(2)
Healthcare REITs
(2)
REITs
(2)
Residential REITs
(2)
Office REITs
(2)
Retail REITs
(2)
Quality Focus
(2)
Businesses with High Return on Capital
(2)
Real Estate
(1)
Healthcare REITs
(1)
REITs
(1)
Residential REITs
(1)
Office REITs
(1)
Retail REITs
(1)
All Market Caps
(1)
Asset-Backed Securities
(1)
Securitized Credit
(1)
Fixed-Income Securities
(1)
Momentum and Earnings Sustainability
(1)
Growth and Quality
(1)
Large-Cap Value Stocks
(1)
Office REITs
(1)
Real Estate
(1)
Global
(1)
Owned Real Estate
(1)
International Small and Mid Cap REIT
(1)
International Small and Mid Cap REIT
(1)
ESG
(1)
REITs
(1)
Controlling Income Producing Real Estate
(1)
Real Estate
(1)
REITs
(1)
TIPS
(1)
ESG
(2)
Real Estate
(2)
Healthcare REITs
(2)
REITs
(2)
Residential REITs
(2)
Office REITs
(2)
Retail REITs
(2)
Real Estate
(1)
REITs
(1)
Healthcare REITs
(1)
Residential REITs
(1)
Office REITs
(1)
Retail REITs
(1)
Storage REIT
(1)
Innovators and Disruptors
(1)
Smid Cap Strategy
(1)
Growth and Quality
(1)
Small-Cap and Mid-Cap Growth
(1)
Mid Cap Growth
(1)
Non-formulaic Approach Leading to Non-consensus ideas
(1)
Growth Analysis
(1)
Growing List of Customers and Services
(1)
Mid Cap Growth Companies with Widening Customer and Services Base
(1)
Corporate Bonds
(1)
MBS
(1)
CMBS
(1)
CLO
(1)
Student Loans
(1)
Structured Products
(1)
Corporate Bonds
(2)
Bank Loans
(2)
Large Cap Growth Stocks
(2)
Growth and Quality
(2)
Durable Growth Profile
(2)
Government Agency Mortgages
(2)
Securitized Mortgages
(2)
Non-agency Mortgage-backed Securities
(2)
Growth and Quality
(1)
Mid-Cap Growth
(1)
Dividend Growth Track Record
(1)
Innovators and Disruptors
(1)
Growth and Quality
(1)
Smid Cap Strategy
(1)
Technology Leaders
(1)
Small-Cap and Mid-Cap Growth
(1)
Small Caps
(2)
Growth and Quality
(2)
Global
(1)
All Cap
(1)
Mid Cap Bias
(1)
Profit Accelerators
(1)
Growth with Catalysts
(1)
Quality Focus
(1)
Large-Cap Focus
(1)
No Growth of Value Bias
(1)
Core Fund
(1)
Developed and Emerging Markets
(1)
Quality Focus
(1)
Growth and Quality
(1)
Small-Cap and Mid-Cap Growth
(1)
Steady Earnings Compounders
(1)
Closed End Funds
(2)
Intermediate Term Bonds
(2)
Multi-sector Bond Diversification
(2)
Investment Grade - 80%
(2)
Below Investment Grade - 20%
(2)
Overview
(18)
Infrastructure Investing
(1)
Long-Term Approach
(1)
Concentrated Investing
(1)
Investment Committee
(1)
Team Stability
(1)
Global Asset Manager
(1)
Growth Investing
(1)
Growth Investing
(1)
High Conviction
(1)
Global Research Team
(1)
Industry Team Structure
(1)
Growth Investing
(1)
Long History of Strategy
(1)
Expanded to Global Growth Investing
(1)
Growth and Quality
(1)
Long-Term Approach
(1)
Growth Investing
(1)
Long History of Strategy
(1)
Deep Sector Knowledge
(1)
Employee Owned
(1)
Open Communication
(1)
Original Research
(1)
Low Management Fees
(1)
Global Asset Manager
(1)
Team Managed
(1)
Sector Analysts
(1)
Fourth Generation Team
(2)
Smaller-Cap Balanced Fund
(2)
Long-Term Approach
(1)
Deep Sector Knowledge
(1)
Inspired by 2008-2009 Crisis
(2)
Adept in Managing through Cycles
(2)
Deep Sector Knowledge
(2)
Uncorrelated Assets
(2)
Inflation Hedge
(2)
Global Asset Manager
(1)
High Conviction
(1)
Global Research Team
(1)
Long History of Strategy
(1)
Deep Sector Knowledge
(1)
Deep Sector Knowledge
(1)
Uncorrelated Assets
(1)
Team Managed
(1)
Deep Sector Knowledge
(1)
Adept in Managing through Cycles
(1)
Long History of Strategy
(1)
