Style

Our investment style is both top-down asset/industry allocation and bottom-up security selection. We rely predominantly on fundamental analysis, although we do employ technical analysis for short-term timing of investment decisions. The process begins with the selection of the client’s benchmark, to which we apply our asset allocation model. Once we have determined the exposure to each asset class we implement the security selection to identify the investments with the highest potential return. In order to control risk and volatility, the exposure to each security is restricted to a limit over the weight in the benchmark.