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Philosophy

We take a disciplined approach to managing our clients’ portfolios.

While tactical adjustments and investment selection can make a difference, it is primarily the allocation of capital across a diverse array of asset classes that drives investment performance.

Strategic: We establish a long-term asset allocation strategy and rigorously adhere to it.

Tactical: When appropriate, we capitalize on short-term opportunities.

Operational: We select investment vehicles using carefully defined criteria and thorough due diligence.

We build our clients’ portfolios to balance four
distinct sets of opportunities:

Equity

Investments in public and private companies, which benefit from world economic growth.

Inflation
Sensitive

Assets such as commodities, which benefit from price inflation or resource constraints.

Deflation
Sensitive

Assets such as bonds, which benefit from price deflation and declining economic growth.

Relative
Value

Investments dependent on manager skill, which benefit from imbalances in supply and demand. Hedging strategies that profit from rapid or sustained movements in price.