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.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Bonds are subject to availability, change in price, call features, and credit risk.
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.
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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
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