Investment Philosophy

Our investment philosophy is rooted in a disciplined, unemotional approach that prioritizes resilience and growth.

We focus on proven principles: responding to actual market events rather than speculating on the future, investing with a long-term perspective, and building diversified portfolios over taking concentrated risks.

CORE TENETS

Avoid the unknown and make known the productive.

A disciplined investment plan allows one to take advantage of what has happened instead of speculating on what may happen.

Avoid investments that offer only vague prospects of positive returns.

Invest in a manner that makes time your friend, and more time a better friend.

Concentrated holdings have made some investors very wealthy. Well-diversified portfolios have made, and kept, many more investors wealthy.

Equity ownership has been a proven path to wealth creation because it allows you to participate in the fruits of other people’s work and innovation.

Temporary losses are temporary unless you make them permanent. But permanent losses are permanent.

Philosophy

Institutional Investment Strategies

Based on your risk tolerance and long-term investment goals, our advisors recommend the proprietary strategies that are best suited to your institution.

Equity/Fixed Income

Active & Passive
Domestic & International
Specialty

Alternatives

Infrastructure
Liquid Non-traditional
Private Equity
Real Estate

Institutional

Private Investment Strategies

Our work for private clients relies on a disciplined and repeatable investment process. Because we are constantly conducting market research, we can apply the most timely insights to your portfolio.