Candoris - Managers
DSM Capital Partners – Palm Beach Gardens, FL, United States
Orchard - Chicago, IL, United States
Next Century Growth Investors - Minneapolis, MN, United States
Coho Partners - Philadelphia, PA, United States
DSM Capital Partners – Palm Beach Gardens, FL, United States
VanEck – New York, NY, United States
Strategic Income Management – Seattle, WA, United States
Candoris pairs boutique investment managers with investors and distributors in the The Netherlands, Norway, Sweden, Finland, Denmark, Iceland, The Baltics, Germany, Austria, Switzerland, France, UK, Belgium, Luxembourg, Israel and Ireland.
Coho ESG US Large Cap Equities
The Coho ESG US strategy is a high conviction, concentrated strategy, which due to its contrarian performance pattern (outperformance in down-markets) diversifies your portfolio and offers protection.
Orchard US Small Cap Value Equities
The Orchard US Small Cap Value strategy is a high conviction, concentrated, high alpha generating strategy that identifies companies that trade at a significant discount to where they should trade at and have one or multiple catalyst to unleash this intrinsic value.
DSM Capital Partners Global Growth Equities
The DSM Global Growth strategy is a high conviction, concentrated, high alpha generating strategy that invests in companies that have high earnings growth. A strict valuation discipline differentiates DSM from other growth managers and allocation to EM can be up to 40%.
DSM Capital Partners US Growth Equities
The DSM US Large Cap Growth strategy is a high conviction, concentrated, high alpha generating strategy that invests in companies that have high earnings growth. A strict valuation discipline differentiates DSM from other growth managers.
Next Century Growth US Small Cap Growth
The Next Century Growth (NCG) US Small Cap Growth Strategy is a high conviction, concentrated, high alpha generating strategy that seeks to invest in the fastest growing and highest quality small cap companies in America.
SIM US High Yield Opportunities
The SiM US HY Opportunities strategy is a high conviction, concentrated, high alpha generating strategy with a high active share and a pragmatic flexible approach to investing in US HY. Over the cycle the strategy aims to outperform the benchmark with 2% annualized with similar risk characteristics.
VanEck Emerging Market Bonds (HC/LC/Corporates)
The VanEck Emerging Market Bond strategy is one of the few flexible EMD managers with a unique bottom up approach aiming to optimize portfolio risk using the distinct risk and return characteristics of each of the three EMD sub universus (HC, LC, Corporates).
