Investment Philosophy
Objective
Our strategies seek to deliver outcomes that are aligned with the long-term goals of investors. We use a disciplined data and technology-driven investment process that prioritizes the compounding of wealth or the provision of income with less exposure to large loss, and intelligent tax management when taxes are important.
Approach
We seek to harness the combined power of quantitative and fundamental research to repeatably adapt to shifts in market risks and opportunities. Our strategies perform well across most cycles and have performed particularly well during periods of market stress. Our investment process uses a data- and compute-intensive, diversified portfolio approach that is designed to pursue investors’ long-term goals and reduce exposure to large loss. Our culture of using technology and focusing on the analysis and management of risks to enhance investor outcomes is a distinguishing feature of our firm.
Our approach builds on these principles:
Alignment with Investor Goals
Central to our investment philosophy is the idea that portfolio decision-making should be goal oriented. The goal of each of our strategies is to provide an outcome that is aligned with the long-term goal of the investors in that strategy. Our strategies invest in the pursuit of goals that include: long-term total return, return net of taxes, retirement yield, and retirement income, among others.
Risk Management and Capital Preservation
Our primary risk management objective is to manage risk dynamically to limit the investor’s exposure to large loss. We use market indicators, risk metrics, and quantitative models to make informed decisions about adjusting portfolio exposures to preserve capital. The goal is a risk profile that is consistent with investor expectations at all times and, over the long-term, better capital appreciation by avoiding large loss.
Technology Enabled Active Discipline
Central to our investment philosophy is the idea that portfolio decision-making should be goal oriented. The goal of each of our strategies is to provide an outcome that is aligned with the long-term goal of the investors in that strategy. Our strategies invest in the pursuit of goals that include: long-term total return, return net of taxes, retirement yield, and retirement income, among others.
Investment Acumen
Today, successful investment decisions require a deep understanding of financial markets and the ability to analyze and interpret a flood of information. Investment acumen encompasses both the analytical skills to assess investment options and the wisdom to navigate a complex landscape. Our approach combines the acumen of experienced professionals with advanced technologies to meet and potentially exceed investors’ goals.
We serve institutional and advisor clients looking for carefully risk managed strategies or OCIO services to their long-term investment challenges: Multi-Asset, Equity, Alternatives, and Retirement & Target Date.