Our Investment Committee is supported by our global research professionals that possess talent, experience, cohesive personalities, and insight.
The research team is organized with analysts covering their field of expertise across geographies to ensure comprehensive investment analysis.
Our team is committed to continuous improvement. We want our research to define thought leadership about current conditions and emerging trends.
Organic research is an important part of our proud past, and will be a key source of our continued growth in the future.
We employ these insights to help our clients gain better insight to their overall portfolio performance and apply customized reporting to provide an enhanced level of service.
Our quarterly client newsletter sharing global economic perspectives, sector specific commentary and investment viewpoints.
First Quarter 2012: Portfolio Manager Susan Dambekaln discusses her outlook for oil prices in light of recent volatility and offers intriguing insights about investing in the world’s growing agriculture markets.
Advisor Perspectives Article: "Listed Infrastructure as an Inflation or Deflation Hedge"
Our portfolio management team has a comprehensive approach to investment management including:
- Experienced portfolio managers with relevant global insight
- Independent, diversified sources of potential alpha
- Rigorous and disciplined fundamental and quantitative research
- Proprietary portfolio risk management platform
- Equity trading operations built on leading-edge technology
The investment group employs both fundamental and quantitative strategies, utilizing varying degrees of active management. All portfolios employ processes focused on research and risk management. This process is complemented by a team-based structure to ensure depth of management and continuity in all of our portfolios.
Our People
In addition to collaborating with the broader Capital Innovations global research platform, our institutionally-focused team employs a risk framework.
Integrated Risk Management Framework
Managing risk is a critical component of our process. Our strategies span a full range of risk utilization and active management:
Many are concentrated with 25-40 holdings, diversified across sectors and geographies, although specific strategies may utilize fewer holdings
Are largely managed sector, currency and region aware to their benchmarks
Leverage our proprietary quantitative risk modeling
Generate returns through bottom up security-selection
Innovation
We invest significant resources to seek to ensure that the fundamental and quantitative research our team uses to build and manage client portfolios is second to none. Whether it involves the development of proprietary tools or the hiring of personnel, we are continuously looking for opportunities to improve our portfolio management efficiency, effectiveness and performance.
Qualified Investors
For access to our alternative newsletters, fact sheets, presentations, whitepapers and other general investment strategy information, please register at the contact us section or click on the link to consultant inquiries or institutional investor inquiries.