equity strategies
  • US Small Cap
  • US SMID Cap GROWTH
  • US growth equity
  • us equity opportunities
  • Healthcare opportunities
Why invest in US small cap?
Offers investors attractive opportunities for capital appreciation and diversification within a less-widely-followed market segment. Small-cap companies typically demonstrate higher revenue and earnings growth potential than larger companies.
Why invest in US smid cap?
Offers investors attractive opportunities for capital appreciation and diversification within a less-widely-followed market segment. Small- and mid-cap companies typically demonstrate higher revenue and earnings growth potential than larger companies. Investing across both small- and mid-cap companies offers the ability to capture the appreciation of small-cap companies who are successful in growing into mid-cap companies.
Why invest in US mid cap?
Offers investors attractive opportunities for capital appreciation and diversification within a less-widely-followed market segment. Mid-cap companies typically enjoy the growth potential of smaller companies with greater global market penetration, more experienced management and stronger financial resources.
Why invest in US all cap?
Offers investors attractive opportunities for capital appreciation and diversification within a less-widely-followed market segment. Seeks to capture the potential inefficiencies of less widely followed small-cap companies, successful small-cap graduates in mid-cap that continue to demonstrate dynamic growth prospects, and innovative large-cap industry leaders.
Why invest in healthcare?
Offers public-market investors access to a sector undergoing a secular innovation cycle, ripe with investment opportunities and the potential for long-term capital appreciation. The tailwind of a rapidly aging population, the need for innovative approaches to cancer and other age-related diseases and a favorable regulatory environment will likely fuel industry growth for years to come.
convertible and convertible arbitrage strategies
  • CONVERTIBLES
  • CONVERTIBLE arbitrage
Why invest in convertibles?
Most convertibles issuers are small- and mid-cap companies. Convertibles offers the potential to participate in the upside potential of the underlying equity with the downside protection of a bond. Historically, this asymmetry provides one of the most attractive risk-adjusted total return opportunities for long-term investors in the public markets. In addition, convertibles’ lower duration offers an attractive investment alternative to traditional fixed income in a rising interest rate environment. 
Why invest in convertible arbitrage?
Offers investors the potential for a consistent positive absolute rate of return with lower volatility relative to equities. Provides diversification benefits—the embedded downside protection enhances the risk/reward profile for traditional and alternative allocations—and offers potential to appreciate in rising interest rate environments.