Investment Strategies

Building an investment portfolio based on clients' unique goals, risk tolerance and liquidity needs. Our approach to investing is highly disciplined, with a great emphasis on risk levels and investment taxation.

Asset Allocation

With a focus on risk tolerance, we strive to successfully overweight stronger economic sectors and geographic regions, while underweighting exposure to the most vulnerable areas.

Outperformance of the Benchmark

Within each asset class in our portfolio we target to outperform each related index as well as comparable peers.

Downside Protection

We expect to achieve outperformance with lower volatility. We strive to minimize portfolio downturns and keep volatility low.

Dynamic Current Hedging

Taking advantage of rising currencies, and protecting your assets from the impact of falling currencies.

Minimize Investment Tax

Through the use of our corporate class structure we are able to defer and minimize our clients overall tax bill, increasing their after tax return.