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Investment Management

Successful investment portfolios are built using a strategic, long-term approach. But investors should also be alert to when markets are acting irrationally, when greed and fear sometimes take over. On such occasions, a few right moves can make a big difference.

Our disciplined approach leads us to look for value in stock and bond markets throughout the world, and to identify best-in-class managers for specific asset classes. We view portfolio management as a dynamic process, calling for constant attention and periodic adjustment at the margin to enhance returns and control risk.