Our investment philosophy is a set of core principles focused on doing what is right for our clients.
Investment portfolio construction that meets client objectives is our ultimate concern and we take great care in analyzing and assessing potential capital appreciation as well as risk of loss.
Absolute investment performance is not our goal, but rather an intense focus on superior risk-adjusted investment performance and a consistent protection of capital.
Volatility is not risk, but rather we believe risk is the potential to lose money; assessing valuation and upside potential is a primary function and requires a dynamic and recalibrating investment process.
Active investment management can achieve highly favorable risk-adjusted returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection with a global perspective.