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Investment Philosophy

  1. We invest our client’s money how we invest our own:  When asked by investors how we invest our money the answer is simple; we invest in our strategies. This simplifies the decision-making process and further aligns our interests with those of our clients.
  2. We focus on loss aversion:  This theory states that all things being equal, the effect of losing capital has a more profound negative effect on both investor psyche as well as performance in actual dollars than the positive effect of participating in the full upside of a rising market. It is a simple but important concept that many traditional equity strategies are not designed to account for.
  3. Diversification is not enough: Although diversification is an important tool in the appropriate context, it does not provide significant enough protection against major market downturns.
  4. We invest in a more unconstrained fashion:  Each strategy is designed to improve the predictability and stability of returns based around the specific goals and risk tolerance of the investment objective. We pride ourselves on our top-down research focus with both technical and fundamental underpinnings allowing us to manage our strategies to reflect our unique views on the market.
Market Research
  • TAX RECEIPTS STILL OFF TO STRONG 2017 START
    Posted on 13 February 2017

    “I believe that the stance of the United States towards North Korea will become much tougher.” Japan Prime […]

  • FINS AND TECH CONTINUE EARNINGS LEADERSHIP
    Posted on 6 February 2017

    “Everybody is concerned about trade wars. If trade stops, war starts.” Jack Ma, Alibaba Group Holdings CEO […]

  • THE HONEYMOON IS OVER
    Posted on 30 January 2017

    “I would suspect that if you’re an American citizen traveling back and forth to Libya, you’re likely to […]


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