Broker Check

Investment Management

In 1952 Harry Markowitz theorized that investors could reduce risk by diversifying their assets and the allocation of their investments quantitatively, known as Modern Portfolio Theory (MPT).

This theory remains the foundation of many retail and institutional investment portfolios today. MPT has merit, but the world we are investing in today is dramatically different than in 1952, our process was built with that in mind.

With the help of third party research, over 25,000 companies go through multiple screens designed to identify undervalued investment opportunities and growth potential not realized by the market at large.

Research has shown during periods of market stress that many asset classes tend to move in tandem with domestic stocks, merely adding to the pain on the way down.

We aim to recover faster, not avoid volatility, which can cost investors long term returns. A faster recovery reduces the dependency on assets that may not provide the protection we are looking for.

The finished product is a portfolio of 25-30 stocks, adjusted for risk based on client cash flow needs, with the goal of outperforming the S&P 500. The number of companies provides the opportunity to diversify into different sectors, but allows our data driven analysis to be impactful in generating returns above our benchmark. Our quantitative screen and stock rotation occur quarterly, allowing time for companies to realize their potential with stocks often held through multiple market cycles as they continue to screen as investable ideas.

Have a Question?

Thank you!