U.S. Growth and Core Equity Team
Four pillars set the foundation for the U.S. growth and core equity team’s investment process—and align with our larger purpose of delivering strong client results.
| Independent Perspectives | We seek to uncover alpha-generating insights by focusing on traditional and non-traditional indicators of quality that others may overlook. |
| Deep Discovery | As part of our bottom-up analysis, we ask challenging questions and have candid conversations to gain insights into management motivation, business models, and industry structures. |
| Cultivating Collaboration | Because collaboration is so important to our process, we strive to create an atmosphere that is conducive to the sharing—and debate—of ideas. |
| Stewards of Capital | Our clients are always top of mind—inspiring us through challenging times, keeping us humble as we succeed, and reminding us of our work’s importance. |
Independent Perspectives
Video | 00:32
We believe cash-flow, financial returns, and other traditional quantitative makers of performance provide a good picture of present-day quality, but more difficult-to-quantify qualitative attributes indicate a company’s enduring quality.
We pay attention to the near term because quarters add up to the long term. However, we spend most of our time thinking about a much longer time horizon, which doesn’t get as much attention from other investors.
Dan Crowe, CFA, Partner
PORTFOLIO MANAGER, U.S. GROWTH AND CORE EQUITY TEAM
Deep Discovery
When investing in small-cap companies, it’s all about turning over as many rocks as possible. When a company looks promising, we dig deep by talking to competitors, customers, suppliers, and more to help raise the probability of being right.
Brad Ernst, CFA
RESEARCH ANALYST, U.S. GROWTH AND CORE EQUITY TEAM
Video | 01:21
While we account for macroeconomic factors in our analysis, we believe we add the greatest value for our clients through our rigorous approach to fundamental analysis—delving into business models and industry economics. Our team members explain what that means to them.
INFORMED INVESTMENT DECISIONS
