Successful portfolio management requires strategic diversification, a competitive advantage, and strict risk control.
Strategic Diversification through a passive multi-asset class portfolio is an important starting point for all investors. Investable benchmark portfolios provide strong performance, at an ultra-low-cost, and they 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.
Strict Risk Control is critical in protecting against severe market declines. Nobody can predict rare unexpected events, and human emotion is 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%.
Return to About Us.