Overview
Inception
Date
01.01.2002
Account
Minimum
$100,000
Philosophy
- We believe that real estate assets are an important part of a diversified portfolio and can provide an attractive combination capital appreciation and current income.
- We view real estate securities as offering investors a cost-effective, liquid way to participate in the asset class.
- Aim to add value primarily through positive stock selection within each property type subsector.
- Our long-term perspective values companies with multi-year catalysts and produces low portfolio turnover.
Process
- Disciplined “relative value” approach combines the benefits of both quantitative and fundamental research.
- Quantitative analysis: compare REITs to their property subsector peers on the basis of valuation, cash flow growth, and financial leverage.
- Qualitative analysis: identify those REITs which offer the most attractive relative value and possess a catalyst to drive earnings and valuation.
Performance
We don't have performance data yet.
Real Estate SMA
Materials
SMA
Insights
Contact
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