Before the 2007-8 global financial crisis, few would have imagined that within ten years we would be living in a world where most central banks had resorted to printing money, buying financial assets and holding interest rates at ultra-low levels.

Considering that the next decade could be equally unpredictable, we believe it is critical to achieve perspective on the investment landscape. Our high-conviction strategies are relative-return portfolios with the flexibility to focus on the long-term investment themes that will drive investor returns.