Partners

Asset Preservation Advisors

Founded in 1989 and based in Atlanta (GA, USA), the firm is a leading independent investment advisor specialized in managing high quality tax exempt and taxable municipal bond portfolios.

The firm had $4.8bn AUM at the end of July 2021.

Richard Bernstein Advisors

Founded in 2009 and based in New York, the firm is one of the largest and most successful independent asset allocation specialists globally. RBA manages ETF-based asset allocation SMA (Separately Managed Accounts) portfolios for many industry-leading wealth management and Registered Investment Advisors (RIA) platforms in addition to sub-advising several mutual funds, unit trusts, and ETFs.

The firm had $14.6bn AUM at the end of June 2021.

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 $71.9bn AUM at the end of June 2021.

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 $7.9bn AUM at the end of June 2021.

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 $3.8bn AUM at the end of June 2021.

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 $2.5bn AUM at the end of June 2021.

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 $606m AUM at the end of June 2021.

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 $1.3bn AUM at the end of May 2021.