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 across the capitalization spectrum.
Philosophy
A high-conviction investment philosophy focused on owning real estate businesses seeking to deliver growing, uncorrelated global returns over long investment horizons.
Process
Carefully engineered investment process developed over three decades that is unconstrained by benchmark limitations and employs performance-boosting overlays (dividend capture and covered call-writing).
