We are a team of portfolio managers and capital advisors dedicated to helping clients achieve their goals
Portfolio Management
Provides discretionary managed accounts on behalf of high net worth individuals and institutions.
Learn More →Capital Advisory
We work with corporate clients offering a range of financing and advisory services to achieve their objectives.
Learn More →INVESTMENT STRATEGIES
Our aim is to offer world class equity, income, and alternative investment strategies
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Form CRS — our client relationship summary
For our U.S. clients, our Form CRS provides a concise overview of our services, fees, conflicts of interest, and standard of conduct.
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Long Live Value Investing
Some have argued that value investing is dead. Growth names have considerably outperformed. Passive (index-linked) investments now represent the majority of ETFs and mutual funds. These two phenomena have been reinforcing because the growth companies—pricier companies whose valuations tend to overshoot as growth is prized—represent such a disproportionate portion of major indices.
To us, the answer is simple; by employing the tenets of value investing we can buy high-quality undervalued securities that are being ignored, while avoiding poor quality or expensive ones.
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How We Evaluate a Business
Six considerations — from the durability of its competitive advantages to the price we pay — shape whether a company earns a place in our portfolios.
Why Generation for Investment Grade Income
With over 25 years of experience navigating fixed income markets, Generation is your trusted partner for constructing diversified investment grade portfolios.