Bring your expertise and new perspectives to a firm where the exchange of ideas is fostered and collaboration is encouragedRead More
Our teams champion original thinking and knowledge, and we base our investment decisions solely on our own research.Read More
Bringing excellence to internal or external clients. Our clients are our most important assets.Read More
WHAT WE BELIEVE
While the investment process employed by each team may be different, at the heart of every program is a strong focus on idea generation and proprietary research.Read More
GLOBAL REACH, LOCAL UNDERSTANDING
We invest worldwide. Our teams are locally based throughout Asia Pacific Region, investing in the markets and regions where they are.Read More
APPLIED ACADEMIC FOCUS
We embrace financial theory as the foundation of our business.Read More
Cross-disciplinary collaboration and synergy among the investment research team has proven to be a key element in the firm’s success and further informs our view on risk and opportunity.
Long-only equity strategies with disciplined institutional processes.
Small Cap Growth - Strategy Highlights:
The Small Cap Growth team conducts in-depth, fundamental research to uncover companies that, in their opinion, can control their own economic destiny. The team starts by identifying business with a strong competitive advantage and high barriers to entry. They then narrow the search to companies with large potential markets and with what the managers believe are high-quality businesses focused on the future. Lastly, the possible stock price scenarios are analyzed with a focus on the potential downside risk.
With Byron Stafford Family of Funds, individual and institutional clients gain access to a broad array of investment options overseen by experienced, highly regarded portfolio managers.
We strive to deliver superior fund performance without exposing clients to disproportionate risk through consistent and reliable investment management strategies. This stalwart philosophy has been helping investors reach their long-term investment goals since the fund family’s founding.
The Contrarian team conducts in-depth, fundamental research to uncover out-of-favor companies that have depressed valuations and visible catalysts for sustainable improvement in business fundamentals.
Screen for Earnings Decline
Assess Quality of Business
Identify Reasons for Decline
Determine if Earnings Rebound
Analyze Appropriate Valuation
Multi-asset capabilities that focus on asymmetrical risk/return
Fixed Income Alternatives
A Strategy that Seeks:
The team seeks to generate current income and preserve capital in a low volatility portfolio of diverse fixed income securities. We perform in-depth fundamental research to identify asymmetric risk/reward opportunities. We seek to minimize risk through security and sector diversification, while utilizing hedging strategies to reduce individual security and portfolio risk.
A strategy that seeks:
The team seeks to construct a multi-asset, opportunistic solution to deliver absolute returns through an uncorrelated portfolio of diverse securities. We perform in-depth fundamental research to uncover and create asymmetric risk/reward opportunities across the capital structure. Investments are primarily in niche credit strategies and individual hedged equity structures that allow us to optimize our fundamental view. The strategy’s thoughtful asset allocation results in consistent risk-adjusted returns that serve to minimize drawdowns and reduce correlation in order to meet client investment objectives.