Investment Philosophy

We recognize that successful investing is the result of balancing diversification and concentration over the long-term. To achieve this balance, we apply a bottom-up stock-selection process that utilizes sophisticated quantitative models, allowing us to identify companies with high potential to deliver growth at a reasonable price. In addition, we apply a rigorous buy/sell discipline to protect and create wealth for your clients.

Limited stock trading based on a precise buy/sell discipline is essential to our investment philosophy. This not only delivers market performance benefits, but also results in greater tax efficiencies and lower costs. Overall portfolio construction is considered in equity selection, and stocks are equally weighted at time of purchase. The process is continually monitored and stress tested against new assumptions to further enhance performance and reduce risk.

Detailed Research

Beyond performance statistics

The most crucial component of investing is adhering to a well thought out discipline. Even intricately elaborate analysis, if abandoned in the throes of market extremes, will not create or protect wealth. The scoring process by which we rank potential investment targets is based on more than short and long-term performance statistics. It is based on a dynamic and proprietary combination of fundamental drivers that assesses the likelihood for delivering above average returns.