Mandate
As the Manager of your investment portfolio, we are measured by the activities we execute on your behalf, in real-time, every day of the year. Because of this, we are exclusively focused on generating actionable investment ideas to capitalize on opportunities we observe in the global financial marketplace.
Our investment decisions are not constrained by the industry, sector or asset class weightings of any benchmark, and we may often have contrarian views. That’s because our job is to meet your specific investment objectives, not to follow consensus or mimic benchmark returns.
Since our global assessment of investment risk evolves on a daily basis, your portfolio may experience rapid changes in composition or asset allocation at certain times. This is the essence of tactical risk management and is a benefit of working with an advisor that has both the flexibility and discretion to execute portfolio policy adjustments on your behalf as market circumstances warrant.