Since 2000, we have managed long/short portfolios across a range of industry sectors. Our investment team focuses on the global financial, healthcare, technology, consumer and fixed income sectors. We identify and invest in select major global investment themes through a fundamental research-driven investment process. The Firm considers and evaluates a broad range of factors in developing a deep understanding of evolving industry dynamics, shifting demographics, technological innovation, changes in government regulation, and major economic or investment cycles. With this perspective, we construct the portfolios using individual bottoms-up security analysis.