top of page
Managing Risk Through
High diversification -- low correlation within portfolio
Focus on low Beta (price movement relative to the stock market)
Income is a meaningful component of returns
Investment Style
-
Quantitative Input from Y-Charts and S&P Global
-
Screening -- searching a broad universe for the best combination of value and growth
-
Research services from multiple providers
-
Review of industry publications and expert interviews
-
Not married to any asset class. We will invest in stocks, bonds, currencies, commodities, and use options to enhance income or reduce investment costs.
bottom of page