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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.
The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.
