What sets us apart

• We are a business unit of the Rothschild Group, a global financial services organization founded in the 18th century

• Our asset management division has benefited from the same investment leadership since 1988

• We are guided by a clear and strongly held investment philosophy that seeks to add value through stock selection while controlling benchmark risk

• We use a proven investment process that integrates quantitative and fundamental research to help us identify attractive stocks with reasonable valuations and favorable business trends

• Our process seeks to generate consistent alpha with lower volatility than the market

• We manage investments on behalf of institutional and high net worth investors with an experienced, cohesive team of professionals who have worked in our industry for an average of 22 years

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