Taking the extra time to be extra sure.
When we design portfolios, we’re working to balance your exposure to risks with your potential for returns—all within the context of your institution’s goals. One of the best ways we can do this is by simply knowing and understanding our managers: the composition of their portfolios, how managers interact with each other, and how they behave in and/or respond to changing market conditions. If you were to speak to them, we believe our managers would tell you that we know their firms and their portfolios as well as or better than any of their partners. This is not by accident.