Investment Strategies 

Custom investment strategies designed from academic financial research. 

We do not stock pick. Many advances in portfolio management derive from academic research. Investing is a science. The best way to design a growing portfolio is by using a mixture of rigorous academic and scientific research, with professional experience. 

 

We translate historical financial research into a current working investment solution for you. We want you to make informed decisions on investment strategies and feel right about your plan.

Investing is a Science 

When studying professional money managers trying to outperform the market, research showed that trying to outguess the market is not efficient. ​

 

However, when relying on academic research on Equity and Fixed Income dimensions you can pursue higher expected returns by structuring your portfolio around these dimensions. 

Equities

Market

Equity Premium- 

Stocks vs bonds 

Company Size 

Small cap premium- 

small vs large companies 

Fixed Income 

Term

Term Premium- longer vs. 

shorter maturity bonds

Credit 

Credit Premium- lower vs. 

higher credit qualiy bonds

Relative Price 

Value premium- value

vs growth companies 

Profitability 

Profitability premium- high vs low profitability companies 

History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.

Focusing on what you can control can lead to a better investment experience. Click Here for your guide on Seven Principles of Long-Term Investing

7 principles of long term investing.PNG

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