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INTEGRITY / INDEPENDENCE / INSIGHT
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
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