We offer a style you may not be used to,
but may really like
We are active managers. We believe in owning what is going up in value and avoiding things that are going down. Sometimes that is easier said than done, but it is at the core of what we do.
We have seen way too many “efficient market models” and “institutional models” fail investors because the advisor who implemented the strategy did not understand how their clients make financial decisions under stress.
We have watched some of the biggest institutions and endowments rethink their investment policies following the market meltdowns of the dot.com era and more recently when markets collapsed in 2008-2009.
We learned long ago that all investors hate two things. They hate portfolio volatility. They hate losing money.
We are a unique shop, offering a scarce style of management that is grounded in simple principles. We are dedicated to protecting your wealth, minimizing volatility and making money for you.