Message From Our CEO
Following a recent visit to our offices, an overseas client commented that he’d been struck by the uniquely collaborative environment and how the willingness to share information bolstered our advisory efforts. He opined that our challenge as a firm was to convey these qualities over the telephone to those who don’t know us, since portfolio managers often appear very similar on paper.
This resonated with me, as a considerable amount of my thinking is … ‘how best to tell our story’ – so that our global clients will understand what sets our company apart and why it matters. For me, the bottom line is : We combine the resources of a large, global, diversified portfolio manager with the small-company feel of an independent, privately held partnership. This combination has served and continues to serve our clients well. Not only do our broad capabilities mean that we can address a wide range of investment needs and stimulate innovative solutions – but also our ownership model fosters a longer-term perspective by aligning our interests more closely with those of our clients.
Ultimately, the glue that binds all of this together is our culture. The shared values of our culture include integrity, humility, esprit de corps, erudition, a sense of humor, respect for diversity of thought, and an unyielding focus on our clients. We believe it is the sustainable competitive advantage of our firm which helps us to attract, retain, develop, and motivate great people. Our people are guided by the mantra, ‘client, company, self ’, and the result is a company-wide mandate to put forth our best efforts on behalf of our clients … every day.
Whether you talk to our experienced veterans or our recent recruits, I’m convinced you’ll hear similar perspectives – not because we’re reading from a scripted handout – but because having chosen a distinctive path to serving our clients’ needs, it is deeply ingrained in everything we do.
Chief Executive Officer