We generally adhere to a policy of broad diversification within individual portfolios.
Size is often the Achilles heel of an investment management business. Our size allows us the ability to attract necessary resources, while generally affording us the flexibility to meaningfully purchase smaller and medium-sized companies for our clients.
*This sample portfolio is a fully invested portfolio that has been managed by the firm for over one year with typical portfolio allocations and without significant investment restrictions or cash flows. This sample portfolio is provided for illustrative purposes only. It should not be assumed that the experience of this sample portfolio is representative of the experience of other portfolios in the strategy. Positions held in the portfolio, country, sector and market-capitalization allocations, and other metrics shown are not necessarily representative of other portfolios and are subject to change without notice. It should not be assumed that all recommendations made in the future will be profitable.
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