How We Are Different

How We Are Different

OUR DUE-DILIGENCE ANALYSIS IS DIFFERENT

  • We look for demonstrated robust sector out performance created by security selection
  • We are style- and capitalization-agnostic
  • We focus on holdings-based analysis since inception

OUR SELECTION AND ALLOCATION PROCESS IS DIFFERENT

  • We utilize distinct areas of investment acumen that are not overly concentrated
  • We combine highly concentrated portfolio components as opposed to full strategies
  • Portfolio sector exposures are neutral to the benchmark, maximizing risk budget for stock-specific exposure

OUR INVESTMENT TENETS ARE DIFFERENT

  • We believe active managers must take enough risk in order to outperform passive indices
  • Stock picking is a more persistent skill than market-timing and other sector rotation strategies
  • We are long-term investors and will trade as infrequently as possible

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