About us

This web site uses cookies; by continuing to browse you consent to our cookies usage. See our policy for more details.

×

Message from our CEO


After spending several days in our offices, a client wrote to say that he’d been struck by the uniquely collaborative environment and how the willingness to share information bolstered our research efforts. He went on to say that our challenge as a firm is to convey these qualities to those who don’t know us, since asset managers often appear very similar on paper.

This note stuck with me, as I often think about how best to tell our story, so that clients will understand what sets our firm apart and why it matters. For me, it really boils down to this: We combine the resources of a large, global, diversified multi-asset manager with the small-company feel of an independent, privately held partnership. We believe this combination serves our clients well. First, our scale and broad capabilities mean that we can address a wide range of investment needs and foster innovative solutions. Second, our ownership model aligns our interests more closely with those of our clients and enables a longer-term perspective on our business.

Most importantly, the glue that holds all of this together is our culture. We believe it is the sustainable competitive advantage of our firm, helping us to attract, retain, develop, and motivate great people. The shared values of our culture include integrity, collegiality, learning, humility, a sense of humor, respect for diversity of thought, and an unyielding focus on our clients. Our people are guided by the mantra, “client, firm, self,” and the result is a firmwide mandate to put forth our best efforts on behalf of our clients every day.

If you talk to others at our firm, from the experienced veterans to the recent joiners, I believe you’ll hear similar perspectives — not because we’re reading from a script, but because we have chosen a distinctive path to serving our clients’ needs and it is deeply ingrained in everything we do.

Sincerely,

Brendan Swords
Chairman and CEO