How we invest

Our investment approach is built on a foundation of discipline, balance and diversification, with a clear focus on delivering consistent, long-term value.  By prioritizing downside risk management, we are strategically positioned to both capture opportunities and preserve capital across market and economic cycles.  This active and adaptive investment framework is essential to safeguarding capital and growing wealth in today's dynamic financial environment.

In structuring portfolios, we: (1) Maintain a long-term perspective, (2) Take an appropriate amount of risk, (3) Diversify to avoid overexposure to any company, country or sector, (4) Invest strategically in response to evolving market conditions, (5) Leverage the expertise of specialized third-party investment professionals.  This approach draws on the time-tested strategies and philosophies employed by the worlds most renowned investors.