We pursue global investment opportunities beyond the traditional “style box” approaches. We implement our investment themes primarily utilizing exchange-traded funds (ETFs) for diversification, specificity and cost control.
We anchor our portfolios with strategic asset allocations that are based on our proprietary capital market expectations for the next 3-5 years.
We complement our strategic asset allocations with tactical asset allocations that attempt to take advantage of the near-term opportunities that exist in every market.
We overlay our proprietary Cash Indicator to help identify periods of time when it may be advantageous to temporarily raise our cash allocation to 25% or 50% of the portfolio so that we might be able to redeploy the cash in the future at lower market valuations.
We have carefully constructed our investment management process so that each component is designed to deliver results, and to be easily understood.