Our Objective

To deliver superior returns by quantifying and managing the significant components of risk when constructing and managing portfolios.

Our Process

We apply a consistent, disciplined portfolio management process when building and managing portfolios. This process is based on the continuing analysis of portfolio risk and return, and focuses on:

• portfolio diversification by asset class, industry and company
• macroeconomic assessment
• industry appraisal
• ongoing evaluation of company fundamentals
• relative valuation - price targets and relative to other investment opportunities
• sell discipline - sell decision factors include deterioration of company or industry fundamentals, achievement of security price target, and/or more attractive opportunities elsewhere