The global opportunity set is broadening, but geography alone doesn’t determine investment outcomes. This month, we explore how bottom-up stock selection can identify non-U.S. companies with durable competitive advantages and attractive growth potential.
Our Approach to Equity Investing
We believe the most compelling opportunities are often found beyond broad market narratives. Our equity teams take a research-driven approach to identifying companies with strong fundamentals, durable competitive advantages, and the potential to create long-term value.
Value
Focusing on high-quality companies with consistent profitability and attractive valuations.
Innovation
Identifying businesses with attractive growth potential, strong operating performance, and favorable price momentum.
Global & International
Taking a company-first approach to identifying businesses with durable competitive advantages.
A Common Approach
While each strategy has a distinct investment approach, they are built on a common philosophy: Thoughtful decisions, grounded in rigorous research, help drive long-term investment outcomes.
Equity Resources
Explore mutual fund and SMA resources to support informed portfolio conversations.
Strategy | Category | Fact Sheet | Commentary |
Dividend Growth Fund | Large Blend | ||
Fundamental Equity Fund | Large Value | ||
Divdend Growth SMA | Large Blend | ||
Large Cap Value SMA | Large Value |
Strategy | Category | Fact Sheet | Commentary |
Growth Leaders Fund | Large Growth | ||
Growth Opportunities Fund | Mid-Cap Growth | ||
Focused Growth SMA | Large Growth |
| |
Developing Growth Fund | Small Growth |
Strategy | Category | Fact Sheet | Commentary |
International Equity Fund | Foreign Large Blend | ||
Global Equity Fund | Global Large-Stock Blend |
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