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Five-Year Strategic Plan (2023-2027)

Five-Year Strategic Plan (2023-2027)

Our strategic plan builds on the progress we have made since our inception in 2017, including the establishment of critical foundations. The plan is based on four elements: Achieving Investment Excellence, Driving Client Success, Evolving our Culture, and Enabling Critical Operations in a Cost Efficient manner.

See our Five-Year Strategic Plan
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How We Invest

Our portfolio includes a diverse range of assets across all classes, as well as value-add strategies that are designed to meet the important financial objectives of our clients. We evaluate our strategies – and potential partners – with a total portfolio lens.

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