Partners

Polen capital

Founded in 1979 and based in Boca Raton (FL, USA), the firm manages US, Global and Emerging equities strategies with a focused, fundamental growth, long-term approach.

The firm had $52bn AUM at the end of September 2020.

DolanMcEniry

Founded in 1997 and based in Chicago (IL, USA), the firm manages US Corporate bond strategies, with a focused, fundamental value, long-term approach.

The firm had $7.8bn AUM at the end of September 2020.

Scharf Investments

Founded in 1983 and based in Scotts Valley (CA, USA), the firm manages US equities strategies with a focused fundamental value approach.

The firm had $3.2bn AUM at the end of September 2020.

Zadig Asset Management

Founded in 2005 and based in London (United Kingdom) and Luxembourg, the firm manages long-only and market-neutral European equities strategies, with a high conviction, fundamental and style neutral approach.

The firm had $1.9bn AUM at the end of September 2020.

Dynamic Beta investments

Founded in 2012 in New York (NY, USA) and with a track record since 2007, the firm manages liquid alternative strategies through liquid futures and ETFs.

The firm had $409m AUM at the end of September 2020.

Sirios Capital Management

Founded in 1999 and based in Boston (MA, USA), the firm manages both long-short and long-only strategies invested in mid to large capitalization companies on a global basis.

The firm had $1.4bn AUM at the end of September 2020.