Process

"Having a global research platform is the price of admission. It is how you conduct your research activities when you are on the ground and apply those insights in the context of our investment strategy that makes the difference."

David E. Levanson, CFA

Co-Portfolio Manager, Global Growth Strategy
Process

Research

Research

While our investment philosophy has remained constant over the years, the implementation of our research process has evolved as markets and growth businesses have globalized. This globalization of business—where they operate, where revenues are generated—requires analysis with a global perspective.

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Portfolio Construction

Portfolio Construction

As active investors we operate freely, without the artificial constraints of passive market benchmarks, to search for leading growth companies around the globe that meet our investment criteria.

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