Our Process
Investment Screening Process
Our 10-point stringent screening methodology ensures that we only select investments that have consistently outperformed their underlying index on 3-year, 5-year, and 10-year trailing returns. Each investment also surpasses the underlying index on its Sharpe ratio, indicating superior risk-adjusted performance. This thorough screening allows us to confidently incorporate investments that meet our high standards.
Stock and Equity Philosophy
We believe that clients compare their stock portfolios to major indexes like the S&P 500 and Dow Jones. Our portfolios are heavily weighted in large-cap equities to mirror these indexes while incorporating diversity to align with client expectations.
Bond Philosophy
Our bond management philosophy prioritizes safety and income while adapting to the changing interest rate landscape. We allocate bonds in three ways:
- ⅓ for preservation using short-duration bonds and T-bills.
- ⅓ for income through core and core-plus corporate bonds.
- ⅓ using tactical multisector bond strategies to seize the best opportunities.