PHILOSOPHY
BUY COMPELLING OPPORTUNITIES + MANAGE RISK PRUDENTLY + KEEP COSTS LOW
= DELIVER SUPERIOR RETURNS
BUY COMPELLING OPPORTUNITIES
Identifying compelling opportunities is the most important part of our work. Using fundamental analysis, we scan for ideas across multiple asset classes including Equities, Fixed Income, Master Limited Partnerships (MLPs), and Real Estate Investment Trusts (REITs). We strive to find opportunities for expected market conditions while also adhering to stringent qualifying hurdles like liquidity and capitalization.
MANAGE RISK PRUDENTLY
Risk management is the core element of our value addition. We monitor all our clients’ portfolios daily to ensure that the risk undertaken is appropriate to the expected market environment. In addition to standard measures like limiting position size, sector exposure, and strict sell discipline, we emphasize heavily on non-corelated ideas because we believe those offer true diversification as opposed to increasing the number of securities in the portfolio.
KEEP COSTS LOW
High operating costs and fees have been a painful reality for most individual investors and a huge drag on their investment returns. With the objective of minimizing these costs, we have partnered with INTERACTIVE BROKERS and CHARLES SCHWAB to bring the lowest costs and highest quality trade executions to our clients. With respect to our management fee, we believe we offer the most competitive rates in the industry without compromising on the level of service. In fact, we are one of the very few in our industry to host quarterly calls with all our clients, and give them unmatched access to our portfolio managers.
DELIVER SUPERIOR RESULTS
Our conservative approach, disciplined process, and experienced people enable us to deliver superior returns. We focus heavily on long-term returns which enables us to navigate any type of volatility. In fact, we take advantage of volatility to enhance returns by tactical trading. In addition, our experience in the fixed income sector offers our clients with an important capability that many of our peers cannot match. Our goal is to deliver superior risk-adjusted returns and we believe the combination of our philosophy, process, and people can make that happen.