208-921-8059

1020 W. Main Ste 100C Boise, ID 83702

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PHILOSOPHY

•Risk and return are inextricably linked

  Maximize return for a given risk level

  Minimize risk for a given return target

•Long-term orientation

  Neither “buy-and-hold” nor “day trading”

•Incremental return from inefficient markets

•Global opportunity set

•Portfolios should be tax-efficient when appropriate

•Diversification is most effective risk management tool

  Asset class (stocks, bonds, etc.)

  Investment style (growth, value)

  Economic sector (technology, financial, etc.)

  Firm size (large, mid, small)

  Country of incorporation (US, foreign)

  Company