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A global investment manager founded in 1928.

Our history began in 1928, when legendary investor, Philip L. Carret, then a young financial reporter working for the business weekly Barron’s, founded one of America’s first mutual funds, now the third oldest mutual fund in the United States.

 

Committed to delivering expert guidance and compelling investment solutions.

With our time-tested investment process, we aim to seek out the very best opportunities around the globe. Our deliberate approach to risk assessment and risk management and our original, fundamental research are at the very heart of our investment discipline.

 

Focused on helping our clients achieve financial success.

Our on-going research into trends in savings & wealth and our extensive distribution network giving us expert local insights, keep us abreast of evolving investor needs. This combined with our experience and in-depth knowledge of the markets enable us to deliver an appropriate range of products and services to meet the demands of the moment.