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Great investments know no borders — neither do our analysts


Three key principles distinguish our approach to investment research. First, we do our research ourselves. Second, our research is conducted exclusively for our portfolios; it is not published or sold. Third, with offices in the United States, Europe and Asia, our fundamental research is truly global in nature.

The global reach and exhaustive nature of our research demand a significant investment on our part — more than $120 million each year, regardless of whether the markets are up or down. Throughout those markets, we continue to invest heavily in research, because we believe it makes all the difference when it comes to meeting your long-term investment objectives.



As of September 30, 2006
Research visits were over 10,000 Amount spent on research annually was over $120 million Portfolio managers Analysts Other professionals Total
38 89 30 157

Other investment professionals include macroeconomic professionals, quantitative research professionals, portfolio specialists, and investment specialists.


Contact us

To speak with an Investment Counselor,
call 866/421-2166 or
e-mail us.
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