equity strategies
  • US Small Cap
  • US SMID Cap GROWTH
  • US growth equity
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.
OPPORTUNISTIC strategies
  • US EQUITY OPPORTUNITIES
  • HEALTHCARE OPPORTUNITIES
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.