Fundamental Approach
Understanding How We Set Positions
Once the qualitative factors are folded into our models and our Investment Committee has defined where we are in the investment cycle we then make a recommendation and apply further quantitative measures that are monitored monthly to make sure we have you within the best possible investments, given market dynamics and our forecast for asset classes. This analysis goes far beyond making sure you receive above average returns. We verify the positions not only meet our rigorous rules of performance but also our strong requirements of fundamental investing and physiology requirements.
