Investment Philosophy

Investment Philosophy 2018-06-19T13:27:31+00:00

We believe that investments in higher quality companies – those with sustainable business models and long track records of steady and superior financial results – offer opportunities to outperform the market over full market cycles. We believe that managing portfolio risk is critical, and that diversification and a disciplined approach to valuation play important roles. We also believe thoughtful asset allocation can further contribute to better risk-adjusted returns over time. By adhering to the tenets of this philosophy, we seek to deliver a compelling performance pattern of participation in rising markets and protection in falling markets.