Long-Term Perspective
We Are Disciplined Investors (5+ Year Horizon) And Believe Patience Is Critical To Generating Risk-Adjusted Return, Called Alpha.
Allocation Decisions Are Made Thoughtfully Based On An Economic Underpinning That Takes Advantage Of Proven Long-Term Market Relationships.
Dynamic Asset Allocation
Market Fluctuations Create Opportunities.
We Apply An Active Strategic Process, Tilting Portfolios Towards Asset Classes Offering Superior Future Risk-Adjusted Returns.
Long-Term Drivers Of Return Are Strengthened By Evaluating Additional Information Sources At Different Horizons To Create A More Robust Allocation Process.
Efficient Portfolio Execution
As Fiduciaries, We Steward Our Clients' Assets With A Sharp Focus On Delivering Significant Value While Reducing Complexity.
We Employ A Focus On Low-Cost Rules-Based Strategies In Public Markets, Which Saves Fee Budgets For Alpha-Generating Private And Semi-Liquid Investment Opportunities.
Costs Really
Matter
Cost Is The Most Effective Control To Improve Portfolio Returns. A Dollar Saved On Fees Means A Dollar Greater Net Return, Allowing Better Long-Term Compounding Of Capital.
Costs Must Be Allocated Intelligently To Maximize The Value For The Investment Program
