We believe having a consistent investment process and the flexibility to allocate capital to different asset classes, as the economic climate changes, allows for outperformance over the long-term.
Market & Style Agnostic
We don’t focus on one specific asset classes, market, investment style or sector. When stocks are attractive, we own stocks. When bonds are preferable we allocate to bonds. We believe this sets us apart from many in the asset management business who operate under a narrow investment mandate and believe one investment approach is superior regardless of market conditions.
Invest in markets that are trending higher and exhibit momentum. Market moves often persist for extended periods and for longer than fundamental analysis, wisdom or the media would predict. Trend following has many benefits from both a risk management and return perspective, but most important is it removes emotion from the investment decision making process.