Risk management is integral to our portfolio construction. Our independent partnerships risk model management provide objective monitoring of all portfolios to ensure our investment model understand the balance of risk and return and investment strategies deliver their expected pattern of performance.
ESG considerations, including a investment company governance policies and board structure, environmental practices, and labor policies, can affect a security's valuation and financial performance.
On-the-ground, global fundamental research is the foundation of our investment approach. With partnerships, located in the United States, Europe, Asia, and the Middle East, our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our team to focus on what we
do best: invest your capital.
Our approach to investing
Focusing on past winning strategies
Diversification just goes against investors’ instincts at times like these,
When markets get difficult, investors tend to concentrate their portfolio on a strategy that had been working. Yet investors who are focused on what’s worked before may miss an important turning point.. Take Netflix stock, for example. It was one of the hottest stocks of 2018, returning 39% last year. However, Netflix has underperformed the market this year (the S&P 500 Index has been up 25% year-to-date), returning just over 9%.
Instead, analysis recommends keeping an open mind when it comes to investing and make sure you have a balanced, diversified investment mix. What happened over the last year — every major asset class produced above-average returns,.
In that case.. “It paid to be broadly diversified.”
Importance of macro economy fundamentals
While governments’ choices on macroeconomic and fiscal policies are already complicated, they gain a significant layer of complexity in countries facing fragility and conflict. Over the past decade the world has witnessed a resurgence of conflict across a variety of countries, including both low-income and middle-income countries. In some contexts, macroeconomics can be considered a driver or enabler of conflict. This is the case in societies where the distribution of natural resource rents is contested and at the root of conflict. In some cases, macroeconomic policymakers are working to achieve the goals of growth, poverty reduction and shared prosperity in an environment constrained by fragility and conflict. The efficacy of certain approaches will depend on the challenges facing a country at the different stages of conflict: in contexts of fragility, during conflict, and in a post-conflict environment (stabilization, reconstruction, kick-starting growth, building resilience).These macroeconomic policy choices will also vary based on countries’ income levels, endowments of human and physical capital as well as natural resources, not to mention the state’s institutional capabilities.