We believe that investing using a valuation-based approach best serves clients over the long term.

Explore our products below, offered via separate accounts, U.S. mutual funds, ETFs, UCITS, QIFs, Australian Trusts, and private funds*


Emerging Liquidity Premium

Emerging Markets ex-China

Global Developed Equity Allocation


International All Country Equity Allocation

International Developed Equity Allocation

International Equity

International Opportunistic Value

Quality Cyclicals

Resource Transition

Small Cap Quality

U.S. Equity

U.S. Opportunistic Value

U.S. Small Cap Value

Usonian Japan Value

Usonian Japan Value Creation

*Subject to availability and qualifying standards