Investment Approach
A stated approach you can hold us to, rather than a style you have to infer.
Why It Matters
Every manager has an approach. Not every manager will write it down, which makes it impossible to tell whether what happened in your account was the plan or an improvisation.
Ours is written down, and your portfolio is managed against it.
What That Looks Like
Allocation first
The mix of assets does most of the work. It is set deliberately, against your objective.
Risk stated in advance
What the portfolio is expected to do in a poor market is discussed before it happens.
Evidence over conviction
Positions are held for stated reasons that can be examined, and sold when those reasons stop applying.
Costs treated as returns
Fees, taxes, and trading costs are part of what you keep, and are managed accordingly.
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