Our Starting Point
While different academics may have slightly different perspectives on optimal long-term investment strategies, there are recurring themes that have emerged in their research.
The Value Premium
Investing in stocks that are undervalued relative to their fundamentals has delivered above-average returns over the long run.
The Small Cap Premium
Investing in small-cap stocks that have higher expected returns has delivered above-average returns over the long run
The Profitability Premium
Investing in companies with high levels of profitability has delivered above-average returns over the long run.
Our Portfolios
Based on these findings, we aim to maximize long-term returns for our investors by building globally diversified portfolios that prioritize value, small-cap, and high-profitability stocks
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Frequently Asked Questions
They are an investment manager whose funds and analysis we utilize to maximize client return.
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