Investment
Philosophy

DEEP UNDERSTANDING OF MARKETS AND ECONOMIES

Our firm was founded on the premise that investing should be rooted in a fundamental understanding of how economies and financial markets function.

BALANCED TO DIFFERENT ECONOMIC OUTCOMES

We recognize that future economic outcomes are highly uncertain, but relationships between economic outcomes and asset class performance are far more reliable. By understanding these relationships, we build asset allocations that balance risk exposure through different economic environments, helping clients achieve more consistent returns.

DIVERSIFICATION ACROSS UNIQUE RETURN STREAMS

Our investment platform emphasizes the separation of active management (alpha) and asset allocation (beta) to better manage risk. We appreciate the benefits of a balanced public markets portfolio, and how to integrate that with a well-constructed alternatives portfolio (private equity, hedge fund, venture capital and real estate investment vehicles). Through access to our open architecture platform and our own alternative investment solutions, we provide proprietary access to unique strategies.

EMPHASIS ON ALTERNATIVE INVESTMENTS

We make tactical shifts in asset allocations based on changing market conditions and our alternative investments platform seeks to take advantage of market dislocations and sector specific themes. We identify strategies that offer attractive returns with a low correlation to public markets and utilize the scale of our platform to gain access and seek favorable terms for clients.

FOCUSED ON DOWNSIDE PROTECTION

Our team recognizes that growing an investment portfolio during strong economic climates is the easy part and that the challenge comes in protecting clients during severe market downturns. We are rigorous in our design and implementation of investment portfolios that can withstand market surprises.

BREAK convention with us.

Meet the team

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