Our journey as financial professionals began during the challenging times of the global financial crisis. This experience inspired us to search for a more resilient investment approach – one that would prioritize robust downside protection while delivering attractive returns across different economic and financial market conditions.
After years of research and experience across multiple market environments, we established a set of four core principles that make up our investment philosophy. By applying these principles, we deliver sustainable, long-term value to our clients.
We believe that to effectively mitigate risk and optimize risk-adjusted returns, a portfolio should exhibit diversification not only across asset classes but also across different time frames and strategic dynamics.
Across all our investment and trading strategies, our focus is on generating incremental returns and safeguarding client capital through a commitment to risk management, portfolio construction, and enhancements in investing technology.
Through comprehensive research and analysis, our goal is to pinpoint enduring, replicable sources of returns rooted in economic and behavioral theory. We translate these insights into disciplined, rule-based approaches to minimize the influence of subjective biases and emotional decision-making.
A lasting commitment to research, trading, and market education is essential for thriving in today's competitive investment landscape. Our dedication to the financial markets drives us to innovate, adapt, and continually refine our strategies in response to evolving market dynamics.
