Culture of Debate

Respecting diverse viewpoints and inviting candid discussion, we challenge one another and conventional thinking to make better investment decisions.

 

Investing with Conviction

We look beyond short-term uncertainty to rigorously pursue long-term value.

 

Global Perspective

We combine expertise in value investing with a global perspective to provide differentiated solutions and investment insights.

 

 

IMPORTANT INFORMATION: Past performance is no guarantee of future results.  Performance shown excludes sales charges, if any. Had sale charges been included, performance would be lower. Daily Change($) indicates change in the Net Asset Value (NAV) from the previous business day. All investments involve risk, including loss of principal. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision. Additional share classes and products may be available. 

 

 

 

 

News & Insights

Investment Insights

Can Emerging Markets Hold Steady?
October 02, 2017
Emerging Markets (EM) have been one of the better performing asset classes this year. Is it time to question whether EMs will continue to provide a return on capital for investors?

Investment Insights

Has the Phillips Curve Flattened?
September 11, 2017
Is the Fed's action the final nail in the coffin for the Phillips Curve, the model that describes the relationship between rates of unemployment and rates of inflation in an economy? We are not quite ready to throw in the towel on this theory.

Investment Insights

A Yen for the yen?
August 31, 2017
Japan has been pumping out some relatively spectacular growth numbers this year. Yet, the modest upward trajectory of the yen has been underwhelming. What’s the story? And is this growth a flash in the pan or a whiff of something different coming out of Japan?

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.