Our Investment Process

Unique Portfolio Construction Process Adapts to Changes in the Market
  • Market Determines Asset Allocation
    • Do NOT rely on historical data or pre‐conceived biases
    • Do NOT make investments based on assumptions or expected returns
  • Rules‐Based Approach
    • Systematically adapts to current market conditions
    • Eliminates emotion from the decision-making process
  • How the Portfolio Ties Into the Philosophy
    • Own the most attractive global asset classes and sectors at any given time
    • Don’t “wait” in cheap or out-of-favor asset classes to come back en vogue
  • Elegance of the Systematic Process
    • All options within the entire investment landscape are evaluated relative to each other
    • Portfolio owns those with superior relative strength characteristics
    • Provides highest probability for investment success