Research Methodology / Investment Criteria

We maintain a continuously researched watchlist of public market opportunities using a bottom-up approach, investing selectively when prices offer a meaningful margin of safety. In equities, we focus on global companies with durable profitability, strong balance sheets, and long runways for growth. In fixed income, we primarily invest in investment-grade securities that provide stability and dependable income.

Research Methodology / Investment Criteria

Our real estate and infrastructure investments are primarily accessed through trusted partners and specialized managers within our network. We focus on funds that generate stable income and are led by managers with strong track records and meaningful alignment of interests through GP capital commitments.

Research Methodology / Investment Criteria

We invest in private markets through trusted fund managers and specialized partners within our network, often with opportunities to co-invest alongside them. We are geography and sector agnostic, and each opportunity is independently evaluated through our own due diligence. Over time, these relationships have also led to select direct investment opportunities.