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Our Investment Process

Our Investment Process represents the practical application of our Investment Philosophy in the ongoing management of our clients’ portfolios:

  1. Determine policy allocations to asset and sub-asset classes. The Investment Committee intelligently diversifies portfolios by establishing policy targets to various asset and sub-asset classes that efficiently balance the potential for return with the amount of risk taken. The Investment Committee formulates expectations for the role each asset class will serve in the portfolio as well as how each will contribute to the overall risk and return profile of the portfolio. The Investment Committee arrives at its policy allocation decisions through studying third-party academic and practitioner research as well as conducting independent internal analysis.

  2. Identify and select specific investment options. Our Investment Team constantly monitors the universe of investment options in search of strategies and managers that in our opinion have a defined and sustainable edge. We combine investment options with differentiated strategies to further diversify our clients’ portfolios thereby potentially dampening volatility while preserving the potential for long-run outperformance. Our due diligence doesn’t end when a purchase decision is made; rather, the process is ongoing and proactive in its search for attractive options.

  3. Evaluate market and economic environment. We regularly monitor market fundamentals, technical indicators, and investor sentiment. We are ever-mindful of identifying our current standing in the market cycle so that we may reposition our clients’ portfolios accordingly. Our evaluation seeks identify compelling opportunities to either reduce and manage risk or increase return potential.

  4. Dynamically adjust portfolio to manage risk and capitalize on attractive opportunities. When risk-reduction or return-enhancement opportunities are identified, we actively reposition to portfolio by selling or underweighting potential risks or buying or overweighting compelling opportunities. Opportunities or risks can exist across asset classes, sub-asset classes, geographies, sectors, or individual investment options and can either be short- or long-term in nature depending on the specific circumstance.