Our Method and Research Avenues Are Built On a Desire to Understand the Global Economic Landscape and How It Relates to Security Prices.
Portfolio Theory
Start with a quantitative analysis of various asset classes.
Seek to understand how asset classes combine to lower risk.
Give attention to asset behavior under various economic conditions.
Consider the law of diminishing returns as it relates to diversification.
Global Thesis & Macro Trends
Understand that Creative Intelligence gathering
leads to proprietary insights.
Actively seek out contrary view points to thesis.
Understand human psychology and behavioral finance.
Embrace a contrarian bias when appropriate.
Express Thesis with Security Selection
Screen securities.
Always understand valuation.
Continue to monitor the herd mentality.
Use volatility as positive.
Tactical Vigilance
Adjust approach when trends or valuations change.
Maintain intellectual honesty as data comes in.
Lower risk by avoiding obvious losses.
Cultivate a deep understanding of portfolio composition.
To understand the current complicated world, you must have a broad and open mind. This requires cultivating an awareness of various trends, cultures, people, and beliefs.