Boutiques
We represent independent and autonomous investment managers, and offer many mutual funds and separately-managed accounts across nearly every asset class and up and down the risk spectrum—from short-term fixed income to private equity, active equity choices to liquid alternative strategies.
With our broad and diverse array of independent boutiques—and the independent views of the managers who lead them—we take a consultative approach to investing that tailors the solutions we offer to your needs, not ours.
Learn more about our Affiliates:
Affiliates
Beutel Goodman
Beutel, Goodman & Company Ltd. (BG) is an independent investment manager dedicated to generating superior long-term returns for clients. As bottom-up value investors, BG equity portfolio managers believe stocks purchased at a discount to business value provide a margin of safety. This, and a focus on quality companies with stable, growing businesses and strong balance sheets, helps mitigate the loss of capital in the event of adverse circumstances. The firm takes a disciplined, team-based approach to active fixed income mandates, seeking to add consistent value through the management of duration, yield curve and credit risk.
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Boston Common Asset Management
Boston Common Asset Management (BCAM) is a women-led, majority employee-owned firm dedicated to environmental, social, & governance (ESG) investing. Combining financial & ESG analysis, BCAM identifies innovative companies offering attractive, risk-adjusted returns driven by products or services that generate positive impact. A leader in shareowner engagement, BCAM uses its investor voice to create improvements in policies, processes, & products.
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First Quadrant
First Quadrant (FQ) is an innovative boutique investment firm recognized for excellence in dynamic asset allocation and equity strategies. FQ employs a systematic, theory-based investment process and serves a global, primarily institutional client base.
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Frontier Capital Management
Frontier Capital Management Company, LLC specializes in growth and value equity investments on behalf of institutional and individual clients.
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GW&K Investment Management
GW&K Investment Management is a dynamic investment management firm that offers asset allocation, active equity and fixed income investment solutions to help meet the needs of a diverse client base. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality and maintaining a long-term view still guide its investment process today.
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Harding Loevner
Harding Loevner manages global and non-U.S. equity portfolios following a consistent philosophy focused on long-term investment in growing companies with high-quality fundamentals. The Firm believes diversified portfolios of the stocks of companies meeting its quality-growth criteria, purchased at reasonable prices, offer superior risk-adjusted returns over the long term.
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Montrusco Bolton Investments
Tracing its history back to 1946, Montrusco Bolton Investments Inc. is a private investment management firm. Their team of investment professionals still share the same entrepreneurial spirit which drives the way they serve their institutional clients globally.
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Pantheon
Founded in 1982, Pantheon is a leading global private equity fund investor, managing private equity funds and separate account programs for investors around the world. The firm’s long-term presence in Europe, the U.S. and Asia has allowed the team to develop an extensive network of relationships for rigorous on-site due diligence and ongoing investment monitoring. Pantheon is a trusted partner to institutional investors across the globe, including public and private pension plans, insurance companies, banks, endowments and foundations.
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Renaissance Investment Management
Founded in 1978, Renaissance Investment Management is a registered investment advisor based in the greater Cincinnati, Ohio area. The firm serves both institutional and high-net-worth clients and offers a variety of investment management strategies based upon a foundation of intensive research and disciplined, process-oriented decision making. Renaissance is a multidisciplinary firm offering domestic and international investment strategies.
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River Road Asset Management
River Road Asset Management was established in 2005 and provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients. The firm was founded upon a proprietary Absolute Value® investment discipline. This approach was developed by River Road’s founders and occupies a distinct niche within value investing styles.
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TimesSquare Capital Management
TimesSquare is a growth equity specialist. They are a trusted partner to institutional investors globally, providing mutual fund and separate account management. Reliance on in-depth, research-driven strategies has historically produced strong results across products and market cycles.
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Tweedy, Browne Company
Tweedy, Browne Company LLC is a leading practitioner of the value-oriented investment approach using methodology that derives directly from the work of the legendary Benjamin Graham, professor of investments at Columbia Business School, a professional investor, co-author of Security Analysis and author of The Intelligent Investor. Serving originally as a broker to Graham and other highly noted value investors, the firm’s 100-year history is grounded in undervalued securities, first as a market maker, then as an investor and investment adviser.
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Veritas Asset Management
Founded in 2003, Veritas Asset Management is a leading Global and Asian equities manager. The firm manages both funds and segregated portfolios for institutional and retail investors globally. The focus is on identifying good quality, sustainable businesses and remaining patient to buy into these companies at the right entry point in order to achieve long term real returns.
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Yacktman Asset Management
Yacktman Asset Management is a boutique investment firm located in Austin, Texas. Since 1992, the firm has navigated multiple market cycles while adhering to a disciplined investment approach led by Stephen Yacktman, Chief Investment Officer. The firm strives to achieve solid risk-adjusted returns over time.
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