INSTITUTIONAL
Perspectives
Investable Theme: Increasing web use in China
John Maxwell and Catherine Murray, portfolio managers of the International Core Equity strategy, believe an increase
in Chinese internet usage will benefit select companies that have dominant market share or are well positioned for
increased usage through their online platforms.
A time to be selective in the energy sector
We believe a selective approach to the energy sector is important now, but do not advocate broad exposure across the industry in the current environment.
Macron win means no “Frexit”
Emmanual Macron’s presidential election win is likely to make Europe overall more attractive to investors.
Where Experience Meets Expertise
An Established Approach
for Institutional Investors
- Competitive Investment Performance
- Disciplined, Consistent Process
- Focus on Risk Management
- Committed to Partnership and Service
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