Philosophy
Successful portfolio management requires diversification, a competitive advantage and risk control.
Diversification through a passive multi-asset class portfolio of leading exchange-traded funds (ETFs) is a good starting point. Investors should monitor investable benchmark portfolios that present tough competition for active management.
Competitive Advantage is found in our extensive experience actively managing extreme market volatility. Our research concludes that rules-based trend following offers the greatest “edge” in the market today, and we employ this style of investing in our absolute return strategies.
Risk Control is critical in protecting against severe market declines. Nobody can predict rare unexpected events, and human emotion can be a liability in portfolio management. Therefore, our active strategies employ overriding controls that target growth with an annual portfolio risk limit of 12% to 15%.
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