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Our visibility is 360˚.

When we think about investments, we look to generate our target returns while managing portfolio risk and volatility over time.

To do just that, we think globally and take a long-term view while being disciplined when buying and selling investment securities.


GLOBAL PERSPECTIVE

We will look anywhere for investment opportunities and believe that attractive investments are found across geographies, sectors and market capitalizations.

LONG-TERM APPROACH

We believe that maximum value is created over the long-term. So, we look to hold investments across business and economic cycles. This assures sustainable growth with lower transactions costs, and a lower tax bill.

BUY DISCIPLINE

Markets don’t always get it right. We take advantage of short term market inefficiencies to establish positions or add to existing investments.

SELL DISCIPLINE

We will sell an investment due to valuation, better alternatives, a breakdown in fundamentals or concerning ESG issues.