Investment Philosophy

investment

Our portfolios are designed to achieve attractive risk-adjusted return over full market cycles by being:

Disciplined

We design and implement our clients’ strategies with great care, research, and deliberation.

Long-Term

We focus on managers who consistently outperform over full market cycles.

Diversified

We reduce volatility with strategic asset allocation, and invest across asset classes and geography.

Fundamental

We select managers who are fundamentally-based and absolute return-oriented.

Strategic

We utilize active strategies in more inefficient markets and passive strategies in more efficient markets.

Rebalanced

We diligently manage our clients’ portfolios with regular and disciplined realigning of the asset weightings.