Fundamental Approach
Proactive and Protective
After a position is established, we then enter a proactive and protective mindset as we circle the cycle. Through communication our clients are kept informed as we proactively manage your portfolio. Our clients receive constant feedback that enables them to weed through the noise created in the markets and understand their portfolio from a fundamental approach that leads to long term results. Rest assured that our analysis goes far deeper than the scope of this document and we look forward to exploring our analysis with you.
Maximize the Upside
To maximize the upside we underweight yield positions and overweight equity positions. Furthermore we also overweight positions that benefit from inflation. These positions provide a hedge as economic expansion generally means inflation is right around the corner.
Minimize the Downside
To minimize the downside exposure we underweight high risk (“Beta”) positions. We also underweight equity and fixed income positions that have higher than average downside capture ratios. Furthermore we overweight yield positions based on where we are in the interest rate cycle.
Lastly we realize that correct maximization and minimization comes from appropriate incremental adjustments.