Objective
Aims to deliver total return through a combination of current income and capital appreciation by investing in a global portfolio comprised of carefully selected, publicly-trading 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 and is supported by a six-person investment team.
Portfolio
Targets owning 50 best ideas through a fundamentally-driven, high-conviction stock selection across the capitalization spectrum.
Philosophy
Aims to invest opportunistically in higher-growth, high-quality global listed real estate companies to generate attractive total returns with market-level risk.
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).
