Our dynamic stock selection process uses sophisticated optimization tools to identify the best risk-adjusted stocks within their sector. Our team of analysts review and verify the accuracy of new information, paying special attention to any changes in rank. Through more than 20 years of improving the predictive ability of our process we are able to consistently select solid stocks across capitalization, sector and industry. Our process has evolved as a result of rigorous research that continues to improve the methods that we use to identify return opportunities and manage risks.

Our core beliefs in choosing equity strategies include:

• Fundamentals drive stock prices in the long-term— short-term divergences can lead to opportunities.
• Innovation is necessary for success—which is why we’ve spent more than two decades enhancing our investment process.

There are two sets of risk:

• Those taken in a measured manner lead to outperformance.
• Those not consistently rewarded lead to volatility, which are avoided.