Through our investment philosophy, we strive to remove the three most dangerous obstacles to investing success: (1) emotions, (2) guess work and (3) large losses. To this end, we built an investment philosophy around four core tenets.
- Manage Risk – Managing downside risk. Downside risk is the potential for bad outcomes. Most professionally managed portfolios wrongly assess risk by not looking beyond… read more
- Limit Losses – For an investor pursuing long-term goals, large losses have a much greater impact than large gains, both mathematically and emotionally. In managing your portfolio, one of our … read more
- Go Global – In 1970, the United States stock markets comprised approximately 65% of the world’s market value. As of … read more
- Follow Trends with Discipline – Following Trends by definition is an investment strategy that takes advantage of long-term positive and negative moves that play out … read more