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Our pledge

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We promise to:

  • Align our interests with our clients' interests.
  • Manage investments with prudence, a long-term perspective, and the goal of providing returns consistently better than those of competitors, while keeping costs low.
  • Hold ourselves to the highest standards of ethical behavior and stewardship.
  • Strive to provide consistently outstanding service.
  • Communicate candidly about investment risks and costs as well as potential rewards.
  • Maintain strong internal controls to protect the assets and confidential information that our clients entrust to us.
  • Employ a talented, diligent, and diverse crew to ensure that we serve our clients well.
  • Adapt, evolve, and continuously improve in pursuit of excellence in all we do.