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We target real estate value by relying on the fundamentals of proprietary research, innovative ideas and the judgment of 38 years of experience.

We provide investors with long-term real estate strategies to support their investment objectives, mindful of our obligations of responsibility, transparency and trust.

Our portfolio management philosophy is predicated on a team-oriented approach that emphasizes investment value enhancement.

Authentic active management. The most effective way to express our highest conviction ideas.

Original research. A specialized group of sector and portfolio analysts drives differentiated stock selection.

Making an impact. We believe active, integrated ESG investing allows investors to pursue principles and performance.

High-conviction active management. Rigorous fundamental research complements strong valuation discipline, with an independent and dynamic risk function.

Differentiated ESG and stewardship. Effective stewardship of its clients' capital through active ownership and industry-leading Environmental, Social and Governance (ESG) analysis.

Tailored equity solutions. Investment solutions giving clients the outcomes they need: Market Aware; Long-Term Unconstrained; Sustainable Income & Growth; and Absolute Returns.

Driven to elevate the certainty of outcomes. Combining academic and scientific insight with investment expertise and data/technology to drive outcome certainty.

Turning human behavior into a catalyst of certainty. Our philosophy is that greater certainty about the future is gained by understanding how human behaviors shaped the past.

Great minds free to explore “What if?” We ask more to know more, to do more, so we can deliver more.

A commitment to investing with you. Our team of 17 portfolio managers have significant personal investments in the strategies they manage.

Unparalleled Knowledge & Experience [in Small-Cap Companies] Small-cap investment management has been our specialty for 45+ years

Our team has the confidence to go against consensus, the insight to uncover opportunities others might miss, and the tenacity to stay the course through market cycles.

We integrate risk management into our portfolio construction process, and independent risk managers continually monitor portfolio risk.

We believe that by dedicating all of our resources to active fixed-income asset management we can provide superior investment results and service to our clients.

We think and act on a global basis. Diversity of knowledge and experience from specialists located throughout our eight global investment centers meaningfully broadens our opportunity set and improves our ability to diversify portfolios.