Overview
Overview
We employ a sustainable growth investment approach in which we seek out competitively advantaged companies likely to experience consistent earnings growth backed by long-term secular trends.
Fundamental Equity Team
Fundamental Equity Team
A highly collaborative team that values diversity of thought and continuous learning.
“Our firm has a warm culture where it’s easy to get to know colleagues and build healthy working relationships. I think people tend to stay at the firm because of the honesty, simplicity and transparency with which it operates."
— Carlos Garcia-Tunon, Team Head
Insights
Insights
FEATURED INSIGHTS
Reshaping Buildings: Opportunity in Plain Sight
As with many of the secular growth trends our team has invested behind, the source of a problem often represents an opportunity.
Fundamental International Equity — 4th Quarter Review and 2023 Outlook
The Fundamental Equities team provides thoughts on what is to come in 2023 and reviews how their strategy performed this past quarter.
Key Factors Weighing on International Equity Markets
Carlos Garcia-Tunon, Head of Fundamental Equity, provides the factors they are most preoccupied with in 2023 and how they approach these factors.
Fundamental International Equity ─ 3Q22 Review and Outlook
After a strong rally in the month of July, risk assets continued to drift lower in the third quarter due to stubbornly high US inflation readings and hawkish language from the US Federal Reserve.
Thoughts on Equity Market Sell-off
After two years of strong returns, equity markets have faced a challenging start to 2022.
International Equity Market Review and Outlook
In 2021, stock selection within the Healthcare and Technology sectors drove most of the outperformance of our International Equity strategy.
Fundamental Equity Team - 2022 Outlook
Fundamental Equity Team - 2022 Outlook