Investment Philosophy

  • Markets are usually, but not always rational.
  • Investment management is as much art as science. But we believe a consistently executed and well-defined discipline increases the probability of investment success.
  • Access to intensive research and a disciplined process are critical to long-term investment success.
  • Global diversification expands our opportunity set.
  • A long-term approach allows us to take advantage of mis-priced investments.
  • Using mutual funds allows us to access some of the world’s premier investment minds. No one organization has a monopoly on investment talent.
  • Investment portfolios are customized to meet the objectives and risk tolerance of each client.