Taking cues from the world's most prominent endowments, we operate as skilled risk-based capital managers, tailoring investment strategies to precisely match our clients' distinct goals.
As our clients' wealth increases, we evolve our portfolio management strategies, using a step-by-step approach to enhance sophistication in line with wealth expansion, aiming for sustained growth.
Our investment philosophy is built upon four fundamental principles, each crafted to navigate the ever-changing financial landscape with confidence and precision.
Core Principals
Diversifies equities across geography, industry, market cap, and style.
Fixed income diversified by geography, entity, quality, and duration.
Aims to mitigate risk and capture diverse growth opportunities.
Broad Diversification
Portfolio design adapts to investment horizon.
Increases exposure to higher volatility sub-assets for distant objectives.
Shifts towards lower volatility sub-assets as objectives near, focusing on capital preservation.
Responsive to market changes and client needs.
Dynamic Design
Employs both active and passive managers for each sub-asset class.
Passive managers selected based on low fees and tracking error.
Active managers chosen for manager tenure, investment process, and alpha generation.
Optimizes returns while managing costs and risks.
Multi-Manager Approach
Ongoing monitoring and review of sub-asset class design and manager performance.
Ensures portfolios consistently meet their objectives.
Continually explores new asset classes for potential inclusion in portfolios.
Continuous Monitoring
