A global strategy with
a personal focus
Our Investment Strategy integrates the following four elements:
Free and open markets incorporate all information quickly and security prices follow a random walk model.
Three factors explain approximately 90% of a portfolio’s performance.
Measure and quantitatively design for the client’s personal risk tolerance and time horizon.
Applying science to the components of a portfolio to maximize return per unit of risk.
The final key
The final key is to apply each of the above to security markets around the world with a scientific balance of how much capital goes to each market. The first four chapters of the book, Great Minds. Great Wealth. Great for Your 401k., each discusses their appropriate layer of the pyramid in depth.