1. Thoughtful Stewardship

We commit to the highest professional standards as fiduciaries of our clients’ capital and our firm. We strive to achieve common goals through aligned interests and strong partnerships.

2. Commitment to Excellence

We are focused on excellence in all aspects of our business, inclusive of investment performance, client relationships, and operational excellence. We continuously reflect, improve our approach, and mitigate risk to be the best stewards and fulfill our mission to our clients and colleagues.

3. Collaborative Teamwork

We take a constructive, team-oriented approach to bring to bear our expertise, creativity, and network to reach solutions with rigor, empathy, and efficiency.

4. People Leadership

People are the core of what we do and who we are. We invest time, effort, and resources into developing our colleagues at all levels of our firm. In our effort to develop the next generation of leaders and investors, we empower a diverse group of colleagues across teams and tenures, and cultivate caring, exceptional professionals who create inclusive and respectful environments for all colleagues.

5. Entrepreneurship

We welcome innovation and forward-thinking, and create an environment where strategic risks and new ideas are celebrated. We understand that our world is constantly evolving and requires agility in our approach. We are curious to grow and deepen our business and embrace problems with ingenuity, strategic thought, and action.