Investment Approach

We practice a well documented and disciplined approach to investing that strives for consistent and repeatable performance through a sound investment strategy. Portfolio decisions are made by consensus within our Investment Committee, with specific client asset allocation decisions dictated by individual needs.

Rigorous Investment Research – We pride ourselves on our independent research as well as our ability to leverage our institutional research resources. Investments include individual securities – equities and fixed income – as well as proprietary and non-proprietary mutual funds. Our equity and fixed income strategies include both well-defined buy and sell disciplines.

Risk Management Strategies – Portfolio risk management strategies include both the individual asset allocation made for each client as well as the overall risk parameters allowed within individual client portfolios. On this latter point, our process considers, among other things:

  • Sector weightings
  • Position sizes
  • Relative attractiveness
  • Business catalysts

Investing involves risk and investors may incur a profit or a loss regardless of strategy selected. Asset allocation and diversification do not ensure a profit or protect against a loss.