Investment Framework

Our investment process begins with a team-based assessment of the macroeconomic landscape. We do this to identify the main secular themes and to determine if the market has mispriced their potential, either positively or negatively. This top-down analysis has broad implications for not only our assessment of the market but for asset allocation, industry weightings and security selections.

Once our investment framework has been defined, it is continuously monitored and recalibrated to ensure that we are on our forecast path. Finally, the investment team defines the most probable alternate scenarios to our forecast, and sets out contingency plans should they occur.