By investing in themes rather than managing to benchmarks, we often see surprising results. Our strategy is founded on:

  • - Long-term, secular, macroeconomic focus

  • - Global, multi-cap stocks

  • - Rigorous individual company analyses

Potential uncapped

To satisfy shareholders and to create sustainable business models, most wealth managers have made compromises. Unfortunately, the biggest casualty is the individual portfolio—not to mention the individual investor.

Today, most investors are presented with stylized, commoditized options that promise to “manage risk” and to deliver predictable performance.

This is especially true in equity investing. Because in reaction to growing client rosters and ever-increasing quotas, these wealth managers have been forced to create efficiencies. And along the way, the idea of diversification has been distorted.

The premise: Diversification across small-, medium- and large-cap styles and managers will serve as a buffer against market fluctuations.

The problem: Risk isn’t a number. It’s a concept. By attempting to minimize risk, money management frequently creates over-diversification—and misses sound opportunities.

We believe true diversification comes from:

  • - Investing in the best opportunities with real potential for sustained growth

  • - Investing across sectors, market capitalizations and geographies

  • - Including a fixed income strategy designed to preserve capital and generate cash flow

This is investment management the way it was always intended. Today, it can only happen in an environment that’s free from conflict—and where each investor is treated as an individual.

Become Our Client

Just as the proverbial thousand-mile journey begins with a single step, the path to lifelong prosperity begins with making a single decision. Today's financial world with its complexities and rapidly changing perspectives means that simply doing nothing is actually a far riskier proposition than taking a sensible, professionally-guided approach.

With our help, you can be sure that, whatever the future brings, your finances will never be an impediment.