Disciplined Equity Team
Systematically Focused on Fundamentals
Our Disciplined Equity team manages multiple strategies. They pursue attractive returns by employing a consistent process that they repeat across market regimes.
The team’s fundamentally driven stock selection models assess company quality, valuation, and growth characteristics, while qualitative reviews capture additional manager insights.
We believe this multi-model framework allows us to deliver client-focused solutions that more effectively capture attractive opportunities.
Consistent Process — Fueled by Fundamental Insights
We seek to capture fundamental drivers of long-term risk-adjusted returns.
Stock selection models aim to provide optimized strategies in various market segments and regimes.
Client Focused, Custom Solutions
We partner with clients to leverage our platform to help them achieve their investment goals.
Disciplined Equity Strategies
U.S. Disciplined Large Cap Core Equity
Seeks long-term capital growth by investing in businesses with strong profitability and sustainable earnings.
U.S. Disciplined Core Value
Seeks long-term capital growth and income by investing in large-cap stocks with attractive valuations and sustainable dividends.
U.S. Disciplined Large Cap Growth
Pursues enhanced returns across the market cycle by investing in companies with a track record of attractive growth along with strong quality characteristics, as measured by profitability, earnings and use of leverage.
Non-U.S. Disciplined Large Cap Value
Pursues enhanced returns across the market cycle through exposure to stocks with strong fundamentals selling at attractive valuations.
The Great Debate: Global Growth vs. Global Value
In this Q&A, Senior Investment Director Chris Chen moderates a discussion
between Senior Portfolio Managers Mike Liss and Brent Puff about the often-debated potential advantages of growth- and value-oriented investment styles.
China’s Regulatory Crackdown Doesn’t Derail Investment Opportunities
New regulations aimed at education and technology companies have led to market uncertainty and volatility in China.
Investment Outlook: Navigating Obstacles on the Road to Recovery
Providing a concise, easy-to-scan overview of current opportunities and risks in today's global markets.