About

Investment Philosophy

  • Markets work: risk and return are related

  • Your investment return is the company’s cost of capital

Investment Goals

  • Consistent exposure to asset classes worldwide

  • Broadly diversified

  • Strategies outperform their benchmarks after fees

Sources of Value-Added Returns

  • Portfolio engineering through Dimensions of Evidenced Based Investing

  • Drawing the boundaries for qualifying countries and companies

  • Trading experience