Generating Investment Returns
We identify attractive themes based on long-term trends and market dislocations, investing across asset classes in the securities that will most benefit from these themes.
Decompose Investments into Factors That Drive Their Returns
Continually conduct research into macro-economic, geo political, and social economic trends.
Identify Themes Bases on Probable Long-term Trends
Based on the research, identify trends that are likely to continue for the long-term, and develop investable themes.
Decompose Investments into Factors That Drive Their Returns
Identify what factors are responsible for driving the risk and return of each investment.
Build a Diversified Portfolio Optimally Exposes to Return Drivers
Build a diversified portfolio that is best exposed to the attractive themes identified, with the least amount of exposure to undesired factors.
Continually Monitor and Proactively Manage Risks
Because we understand what drives the return of each investment, we can continually monitor, and hedge, the portfolio’s exposures to different risks.