Disciplined Investment Management
We follow a disciplined process to uncover timeless investment strategies. We believe that evidence, not opinion, is the basis for superior long-term results. Therefore we rely principally on time-tested factors to guide our investment process. This discipline is what separates us from most investment managers.
No strategy works all of the time, for if it did it would be so widely copied that it would lose its effectiveness. Therefore we seek out and combine uncorrelated strategies so as to achieve more durable, consistent results. This eliminates the near-impossible task of anticipating each and every market fad and allows us to focus on long-term wealth.
We believe avoiding significant losses is the key to building long-term wealth. There are two important elements to this: finding investment strategies that hold their own in both bull and bear markets, and, for certain risk-averse investors, reducing overall equity exposure with disciplined hedging strategies.