Our goal is to enhance the client experience by preserving capital, reducing risk, and delivering high performing portfolios.
Learn how our process is laser focused on achieving that goal.
![]() Investment Methodology
A continuous 4 step process
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![]() Risk Identification
Market risk constantly changes
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![]() Risk Targeting
Always lower than market risk
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![]() Quantitative Multi-Factor Model
An empirically proven quantitative approach
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![]() Customized Factors
A unique universe requires unique factors
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![]() Dynamic Factors
Different market regimes favor different factors
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![]() Constraints
Customized constraints can add alpha and reduce risk
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![]() Turnover Management
Properly deploying turnover at opportune times adds value
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![]() Process Diversification
Blending multiple risk models reduces risk
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![]() Fundamental Analysis
Focused company specific research can identify hidden risks
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![]() Constant Monitoring
Companies may be sold for many different reasons
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![]() Persistent Research
Research must be ongoing to stay ahead of the field
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