Objective
Seeks to deliver total return through a combination of current income and capital appreciation by investing in publicly traded global REITs and other real estate securities.
Why This Strategy?
People
CIO and Portfolio Manager Andrew Duffy has been at the forefront of investing in global listed real estate for over 30 years.
Portfolio
Targets owning 50 best ideas through a fundamentally-driven, high-conviction stock selection process across the capitalization spectrum.
Philosophy
Investment philosophy grounded in opportunistic exposure to higher-growth, high-quality listed global real estate companies with top tier management teams, aiming to deliver attractive long-term returns with market-level risk via a portfolio of the team’s “best idea.”
Process
Disciplined, fundamentally driven, high-conviction investment process with the flexibility to react quickly and capitalize on market inefficiencies.
