Page 4 - Transforming To Stay Successful
P. 4
Contents
THE WAY WE WERE ............................................................................................................. 6
OH, HOW TIMES HAVE CHANGED… ................................................................................ 8
WHAT IF WE DON’T ADAPT? ............................................................................................ 10
WHO WE ARE — AT A GLANCE ...................................................................................... 14
WHO WE ARE — A CLOSER LOOK ................................................................................. 16
Our Core Values ...................................................................................................... 17
Becoming World Class ............................................................................................ 18
Our Investment Beliefs ............................................................................................. 20
Our Competitive Advantages ............................................................................... 22
THE STRATEGIES THAT DRIVE OUR TRANSFORMATION ................................................... 24
At a High Level ......................................................................................................... 25
A Closer Look ........................................................................................................... 27
Strategy One: Expanding & Diversifying Our Investment Strategies .......... 27
Strategy Two: Strengthening The Base ........................................................... 30
Strategy Three: Internalizing Asset Management ......................................... 35
COSTS MATTER ................................................................................................................. 38
CLOSING .......................................................................................................................... 44
