Investment process
Security selection focuses on high quality large capitalized
income yielding securities using a bottom-up investment process. A
top-down overlay is used to manage down-side volatility and
preserve client capital. Medium to long-term growth potential is
realized with consistent dividends and, income and a customized
portfolio that offers low turnover. Our fixed income managers
establish strategies based upon interest rate anticipation as well
as global monetary conditions. Our portfolio managers concentrate
on the preservation of capital together with our clients' needs for
long-term capital appreciation and income.