“How can we do better than the majority of active managers who have underperformed their benchmarks decade after decade?”
Our strategy is to emphasize what the majority of active managers neglect:
Using scenario forecasting techniques, we identify an attractive mix of assets, sectors, regions and factors (such as large vs. small, growth vs. income, volatile vs. stable, etc.). Client portfolios are then constructed by identifying high quality individual stocks that are leveraged to these relevant macro factors, taking into account client risk profiles and social policies.
We believe the priorities of our firm are aligned with your needs and goals—to minimize major losses in order to achieve growth over time. Our objective is to avoid significant losses in declining markets and to produce relatively stable positive returns, which is quite different from trying to outperform an equity benchmark.