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Investment Management

Philos Partner's goal is to be the best at protecting and growing our clients' money over time. We focus on scalable investment techniques that take advantage of our philosophy, strategy, and skills. Philos Partners has been managing equity and fixed income investments for 15 years, and what distinguishes us is our proprietary investment methodology.

Our investment strategy is defined by a set of key principles that we apply to our entire portfolio. They add up to a tried-and-true strategy that has resulted in long-term client relationships and set us apart from the competition.

Our investment philosophy is as follows:

  • emphasise capital preservation
  • a value-based strategy
  • fundamental research from the ground up
  • long-term perspective
  • patience and discipline

Discover how our bottom-up investment model incorporates environmental, social, and governance (ESG) considerations.

Public Equity img Public Equity

Philos Partners’s public equity strategies seek to generate attractive long-term investment returns over full market cycles with an emphasis on capital preservation.

BBH Fixed Income Fund Fixed Income

We offer taxable, tax-exempt, and inflation-indexed strategies that utilize our unique investment philosophy and valuation methodology that seeks to generate long-term, peer-leading returns.

NOT FDIC INSURED   NO BANK GUARANTEE   MAY LOSE VALUE