Our investment philosophy is based on a custom approach to investment management that applies to all aspects of a diversified portfolio. Our approach transcends the use of a single investment vehicle to embrace a more comprehensive view across strategies, managers and asset classes. We work with our clients to create a strategic asset allocation as the foundation for their portfolio. We then actively manage and monitor their portfolios to capitalize on short-term market inefficiencies, generate excess returns and mitigate risk.
We believe in:
Strategic Asset Allocation: Markets are mostly efficient over extended periods, and investors should avoid market timing by developing a diversified, long-term asset allocation
Opportunistic Investments: Markets can be inefficient in short-term periods and present thematic opportunities in public and private markets
Manager Implementation: Style tilts and strong active manager selection within less efficient asset classes can create better risk-adjusted returns
Use focused, active managers with reduced fees in less efficient asset classes
Access capacity-constrained, high-quality managers in alternatives
Apply ESG evaluation criteria to help meet investment objectives or social goals