Investment Philosophy

We seek long-term capital appreciation and to protect assets in down markets.

Risk Management

We manage risk first in order to avoid any major loss. The primary enemy of a portfolio’s success is excessive losses.  Heavy portfolio downswings will wipe out the strongest of positive returns.  For example, if you gain 100% in one year and then lose 60% the following year, you are actually down 20% for the two years.

Superior Returns

Seek to outperform our competition over an entire market cycle (Bull and Bear Market) net of fees.

Dynamic Money Management

Economies go through various cycles, particularly times of expansion (growth) and times of stagnation (consolidation). History has shown that not one type of portfolio composition performs well in all economic conditions (ie Interest rate moves, currency moves, inflation, deflation, unemployment, etc). As such, we manage portfolios actively considering the 1) economic environments, 2) required performance, 3) time horizon and 4) risk profile. Such considerations require constant adjustment in order to ensure optimized holdings for given economic factors.