Our Investment Philosophy

Strategies build on decades of academic research

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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