01 Our Mission

Produce outperformance by aligning asset managers with their clients.

02 Our Vision

To redefine the revenue model of the asset management industry by providing the potential for outperformance at a fair price to every investor who wants it.

03 Our Values

These are the qualities that matter most to us. They guide our actions and reflect our behavior with each other and with clients.


We embrace the best of what makes us human.

We believe that the path to outperformance is a uniquely human endeavor. It requires humility, patience, self-awareness and focus – all qualities we model in our investment process, in the operation of our firm, and in our interactions with clients. Finding alpha is hard, and it relies on the distinct perspectives of active managers. We are entrepreneurs who question our assumptions, even in the face of success, and make changes when we believe they will generate better results. While we leverage all the tools, data and technologies at our disposal, we fundamentally believe that it is our humanity which ultimately creates unique insights.

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We only do well when our clients do well.

Our fee and compensation structures are intentionally designed to align our interests with those of our clients. It is our performance-linked fees paid on realized outperformance that drive our earnings potential. We charge fees similar to comparable passive products when funds perform at or below their stated benchmarks, and only charge increased fees based on returns that exceed such stated benchmarks. Our managers are incented to generate consistent performance, not to take excess short-term risk. They limit their assets under management because they are paid to perform; we will not incentivise our managers to be asset-gatherers.

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We are clear about who we are and how we think.

We make it our responsibility to let our clients know how we think, how we work and how we compensate ourselves. Our managers regularly engage with clients in-person and online, unambiguously sharing their opinions and perspectives. Their compensation structures are fully visible to clients and future clients alike. The ways we openly engage and share information with investors make explicit our sole focus on their performance.

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