Investment Process
Our stock selection process features the following:
- Growth at a reasonable price. Our proprietary process screens and purchases common stock in blue-chip companies with protential for growth that are trading at substantial discounts to recent price levels.
- Diversification. Portfolios typically contain 15-20 stocks across economic sectors.
- Risk control. Portfolio weightings are maintained through opportunistic buying and selling. We reduce or completely sell positions when better-priced growth opportunities become available and/or when company fundamentals deteriorate.
Our mutual funds selection process features the following:
- Quantitative research. Our proprietary process screens the universe of funds to find established funds with consistent performance on both an absolute and risk-adjusted basis.
- Qualitative analysis. We analyze funds and their managers to find rational investment processes that are likely to produce sustainable performance. Where possible, we meet personally with fund managers prior to making recommendations
- Broad diversification across and within asset classes. We manage risk by investing in a range of asset categories and utilizing several top investment managers in each category. Using multiple managers reduces risk in our client portfolios by reducing any potential negative effects caused by the underperformance by any one fund or manager.