We help clients preserve and grow their wealth via a suitable long-term investment strategy. Our core investment principles, portfolios, and portfolio construction process, as well as investment insights, are summarized below.

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We believe that everyone’s portfolio strategy should be based on their own investment objectives, personal interests, and core values. As a result, we do not have a “right” portfolio, but use a wide range of approaches to create personalized portfolios for each client.

Core Investment Principles

Our disciplined approach to investing seeks to filter through short-term noise and emotion in individual stocks and bonds. Instead, we focus on where we can add the most value to clients: interpreting research and designing portfolios based on scientific principles. We follow a systematic investment – one that we can implement consistently and that clients can understand and stick with, even in challenging market environments.

  • The Future is Unknowable: Time in market leads to better results than timing the market. Chasing short-term “promises” of better returns from active fund managers only leads to long-term disappointment.
  • Evidence Over Hope: We believe in long-term strategic investing based on Nobel prize-winning academic research. Tilting portfolios towards empirically proven sources of higher expected returns results in better long-term results.

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Portfolio Categories

We manage a wide variety of strategies to suit client needs and personal interests, regardless of portfolio size. Our global investment team builds portfolios with tax efficiency, cost and sustainability in mind, allowing clients to build a portfolio that works for them.

  • Best Ideas The five to six strategies we believe are best suited for current markets. These are our preferred tilts for the next 18-24 months.
  • Single Stock  Baskets of 20-50 stocks that target specific investment themes or regions, built from a universe of 14,000 stocks using a systematic scoring framework. Direct ownership of individual company stocks with zero 3rd party costs.
  • Funds & ETFs: Low-cost and highly diversified strategies across a variety of exposures in equity, fixed-income, and commodity markets. Using ETFs allows us to avoid concentrated bets, target preferred exposures, and keep fees low by minimizing transaction costs and 3rd party fund fees.

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Single Stock Portfolio Construction

We believe markets are mostly efficient, and spotting one-off mispricings is a fool’s errand. Too many trained investors with easy and instant access to information are chasing returns, making it all but impossible to pick the right individual stock at the right time. Though decades of academic research prove that minor inefficiencies continue to exist, taking advantage of them requires a systemic and bias-free investment approach.  Ours follows a three-step process:

  1. Identify the Universe: Define the portfolio’s objective and identify stocks that fit into the relevant universe.
  2. Apply a Consistent Framework: Don’t ignore investment principles to include a popular stock. Systematically rank every stock in the universe via a 30-factor framework that includes Valuation, Quality, Safety, Payout, Technical, Sentiment, and of course, ESG, measures.
  3. Build and Maintain: Select the highest-scoring stocks to get desired regional and sub-sector exposures. Qualitatively adjust for areas that systematic screens cannot capture. Review the universe, stock rankings and rebalance regularly.

View Portfolios (link to SSP)

Fund & ETF Portfolio Construction

Funds and ETFs provide market participation and diversification that single stock portfolios can’t. We work backward to build these portfolios: first identify the goal, then the market exposures that achieve that goal, and ultimately the best funds and ETFs to deliver those market exposures. Every fund and ETF is evaluated on multiple metrics, including: quality of performance, explainability of performance, total cost, liquidity, tax implications, structural implications and manager quality. These portfolios fall into 3 broad categories:

  • Core ETFs: Global diversification at low cost allows investors to “set and forget” their exposure. Customized for clients’ risk tolerance, tax and currency objectives. Managed to participate in markets and seek improved returns via style and thematic tilts over a full market cycle.
  • Thematic ETFs: Specific themes without concentrated bets. Typically used to complement exposure elsewhere and not driven by clients’ risk objectives. These portfolios provide specific exposure for high-conviction views.
  • Active and Alternatives: Some investment goals cannot be accomplished via stocks and ETFs. In such instances, we turn to Closed End and Private Funds for market access. Contact us to see if such strategies are suitable for you.


View Portfolios (link to Fund &ETF Portfolios)

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