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Portfolio Manager
We are a team of experienced and competent investment professionals, who believe that principles of accountability and transparency are always the best policy in regards to working with clients.
It is our responsibility to discover the utility of our client's capital and then implement the most prudent structures to sustain their wealth over time. The investment approach is intuitive and adaptive rather than fixed and mechanistic.
The great secret for long term investing is to avoid serious losses. Managing market risk is the primary objective of investment management.
There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.
The influx is continuing to build inventory—which is still hovering near the equivalent of four months of supply.
