Our sole focus is building multi-asset class solutions for clients. Our active asset allocation process has delivered superior long-term, risk-adjusted performance for clients. To achieve this success, we combine “top down” macroeconomic research with “bottom up” fundamental analysis to inform our buy and sell decisions. The structured implementation of this two-dimensional framework enables us to deliver different sources of alpha. We look beyond the conventional asset classes and use an integrated approach to assess the sensitivity of macro factors on our portfolios.