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Investment Capabilities

  • 1
    What do they do? »
  • 2
    Where are they located? »

Investment Counsellors

What do they do?

As contrarian investors, we often take positions that are at odds with conventional wisdom. This requires a deep level of understanding and commitment on the part of our clients as well as the firm. Therefore, it is critical that we maintain superior dialogue with our clients, and continually strive to understand their needs and how best to service them.

Our team of investment counsellors is uniquely qualified to serve as the primary point of contact for our clients. They are evaluated primarily on their ability to deliver a superior level of client service rather than asset gathering or new product development. The group includes CFA Charterholders and those with experience as equity analysts, traders and quantitative analysts. Investment counsellors maintain full knowledge of the holdings in our portfolios, developing a detailed understanding of positions and strategies, and are fully equipped to respond to client queries, both in depth and with a sense of breadth and perspective.

Investment Counsellors

Where are they located?

Investment counsellors are located in Bermuda, London, San Francisco, Sydney, Vancouver, Hong Kong and Tokyo.

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