Key Elements of Approach
The principles that have enabled the approach to be effective are:
Our team focuses on identifying stocks that have positive fundamental trends, including earnings and revenue growth, improving cash flows and margins and increased return on invested capital. The companies we tend to own have products or services that change the business landscape, are growing faster than their peers and have positive secular/cyclical trends leading to an ability to exceed investor expectations.
Minimize Unintended Risks
We seek to generate performance (alpha) through bottom-up stock selection, minimizing the potential impact of unintended style bias, sector concentrations or macroeconomic risks relative to the primary benchmark.
The senior portfolio managers are supported by a team of sector portfolio managers with in-depth experience in their respective sectors who help oversee all elements of managing the portfolio.
Chief Investment Officer and Senior Portfolio Manager
Sandeep Bhatia, PhD, CFA
Director, Senior Portfolio Manager