Our investment approach is disciplined and well-documented
Our investment committee establishes and implements investment strategy, sets investment policy, and manages every element of the investment process. We practice a well-documented and disciplined approach to investing that includes rigorous investment research, risk management strategies and well-defined buy and sell disciplines.
Our risk management strategies address both the individual asset allocation made for each client as well as the overall risk parameters of our portfolios, taking into consideration sector weightings, position sizes, relative strength, macroeconomic and market conditions, and business catalysts. It is all designed to stay within our clients’ risk tolerance parameters and reduce market risk.
All portfolio decisions are made by the consensus of our committee members, with specific client asset allocation decisions dictated by individual needs.
All investments are subject to risk, including loss. Asset allocation does not guarantee a profit nor protect against loss.
