Investment Principles
know the ENVIROnMENT
Capital is allocated in accordance with analysis of the global economic landscape.
identify OPPORTUNITIES
Diligence unclouded by emotion often reveals value overlooked by consensus.
manage RISK
Risk must be compensated by excess return or diversified away.
focus ON THE LONG TERM
Catch the cycles, not the turn, and chart a sustainable course.
Investment management requires a rigorous, disciplined approach. It cannot be driven by news headlines, investment trends and emotion. Our Investment Principles reflect our steady, research-based view and how we help clients focus on their long-term goals rather than short-term issues that could take them off-course.