Using the psychology of human behaviour to our advantage we have imagined, engineered and innovated to create a unique portfolio management process. A process; not a plan. The process is simple, fact based and easy to understand. The execution of our process has resulted in what we believe are exceptional results in challenging times. We invite you to investigate further and see if you agree with us. Our clients get to have their cake and eat it too. Our process is designed to let our winners run and cut our losses short. You will enjoy the sense of calm (maybe a first in your investment experience) that comes from understanding what we do, why we do it and how it will benefit you. This will be particularly true during times of market stress.
We believe in questions – question everything. Be skeptical.
We believe there is room (lots of room) for integrity in the Financial Industry.
We believe in providing value. The value you get must always be greater than the fee you pay.
We believe in the elegance of simple solutions to complex problems.
We believe in testing. Our process must be judged by the results not the intention.
We believe we can beat our benchmarks in good times and avoid catastrophic losses in bad times.