OUR DUE-DILIGENCE ANALYSIS IS DIFFERENT
- We look for demonstrated robust sector out performance created by security selection
- We are style- and capitalization-agnostic
- We focus on holdings-based analysis since inception
OUR SELECTION AND ALLOCATION PROCESS IS DIFFERENT
- We utilize distinct areas of investment acumen that are not overly correlated
- We combine highly concentrated portfolio components as opposed to full strategies
- Portfolio sector exposures are neutral to the benchmark, maximizing risk budget for stock-specific exposure
OUR INVESTMENT TENETS ARE DIFFERENT
- We believe active managers must take enough risk in order to outperform passive indices
- Stock picking is a more persistent skill than market-timing and other sector rotation strategies
- We are long-term investors and will trade as infrequently as possible