TAG believes an unbiased, objective approach to selecting investments provides the greatest possibility of success. To identify the best opportunities for your portfolio, we look across a full range of both publicly traded and private investments. As tax-aware investors, we seek to invest prudently to minimize the significant impact taxes can have on returns when managing portfolios.
Investments are globally sourced, by our research team, which has conducted over 600 manager meetings, including U.S. and non-U.S. managers, annually since 2020 and periodically travels to countries in Europe and Asia period to conduct investment due diligence.