Investment Philosophy

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Rather than be stock selectors for each Portfolio, the Investment Committee will have a vigorous screening and due diligence process to identify the best managers within each asset class. It will be the role of the Committee to identify and continually review the chosen portfolio managers that will comprise each Portfolio. We believe that by selecting only the best managers from over 3,500 funds that we filter, and blending them effectively, will lead to superior risk-adjusted returns to clients over the long term. We see this, along with our independence, as critical to our value add proposition to clients.