Team Focus

• Recognizing that different investments require different approaches, we’ve organized our investment professionals into dedicated teams of investment specialists. Each team tailors its approach to a specific asset class or strategy in an effort to make the best decisions for each fund. Within our teams, there is collaborative discussion and thorough debate of each investment idea that takes full advantage of the individual insights of each team member and the collective expertise of the group. This helps ensure that our shareholders receive each team’s best ideas.
  
  
• What makes our team approach even more effective is the culture that supports it–a collaborative culture that extends across all the firm’s investment teams. A culture in which research analysts from our equity and fixed income teams leverage information from each other to understand securities from both a debt and equity perspective. Our analysts also share perspectives and analysis on companies, sectors, industries and the markets. Our seasoned investment professionals—who have an average of 18 years of experience—openly share their knowledge gained from years navigating diverse market conditions. This allows us to incorporate the lessons from past market environments into the ongoing management of our funds.

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