Our Process

We are relentless and highly analytical when projecting what’s ahead for the markets. This helps us develop portfolios designed to optimally balance performance and risk.

Our approach requires exceptional levels of anticipation, vigilance and ongoing monitoring and is based on forward-looking portfolio decisions, research and common sense — not on historical results or conventional wisdom.

Investment Process

BALANCING
RESEARCH WITH
EXPERIENCE

Our rigorous research process enables us to identify key investment themes to pursue on behalf of our clients — as well as the most effective vehicles for capitalizing on them.

DYNAMIC
ASSET
ALLOCATION

We seek to build low-cost, well-diversified portfolios by selecting ultra low-cost index-tracking investments and blending them with hand-picked high value alternatives.

COMPREHENSIVE
MANAGER
SEARCH

Tapping into our global network, we undertake an intensive search process to identify the most unique and innovative managers from around the world. Once identified, we conduct extensive due diligence on a select group with whom we choose to invest on behalf of our clients.

VIGILANT
OVERSIGHT AND
ASSESSMENT

We are vigilant in providing oversight of our clients’ portfolios, as well as the managers in which we invest. We conduct ongoing portfolio assessments and continually monitor markets, asset classes, and manager performance.