Our founding portfolio managers believe in the same investment philosophy and rely on the same disciplined, consistent and repeatable momentum-based investment process when constructing and managing our clients’ portfolios.
We believe investment success is predicated on the right blend of art and science. Our investment results show the strength of our unique blend of these key ingredients:
Our quantitative team uses proprietary models focusing on fundamental change – searching for low-risk, early-stage change ideas in order to create portfolios with consistent characteristics over time.
Independent of this, our team uses traditional research strategies focusing on the sustainability of fundamental changes.
Proper risk control is a key component to generating consistent outperformance – risk is explicitly managed.
Since inception, we have relied on the same disciplined, consistent and repeatable process for our core funds – process designed to help our clients reach their long-term investment objectives while explicitly managing risk.