HOW WE DO IT
We use the inputs from our research partner Equity Risk Sciences to assess risk in the market as a whole and in the individual stocks that we choose for client portfolios. Our experienced team assesses every company’s fundamentals, risks and portfolio weights before making an investment.
WHO WE SERVE
Lawyers, Public Company Directors, Families and Institutions seeking a safer investment approach. We partner with Wealth Managers and Financial Advisors to provide a differentiated investing experience for their clients. We are here to protect your capital and to grow it in the safest way possible.
OUR PEOPLE, PRACTICE AREAS & PUBLICATIONS
“We believe in active equity management and we believe it’s best done when it combines the most effective parts of quantitative and fundamental research .”
“Growth and value aren’t actually opposites. High and low possibility of loss – those are opposites”
“Predicting markets makes for good tv. Assessing risk makes for good investing.”
“It’s tough to make predictions about the future.”
IS IT SAFE OR IS IT RISKY?
Every investment starts with that question. Our research partner Equity Risk Sciences provides the tools to analytically make those initial assessments before we even look at a company. There are times when the odds of large losses are low, and others when the odds are much higher. Our job is to assess those conditions, determine whether a loss might be big or small, and to take into account everything we can learn about the company.
EQUITY RISK SCIENCES
Our partner company, Equity Risk Sciences, provides institutional investors with proprietary risk analytics derived from forensic accounting, data science and the creative application of decades of real world investing experience. Their technology tools to help protect our clients’ capital from losses and to grow it when the opportunities present themselves.
WHAT WE THINK ABOUT RISK
In finance, volatility equals risk and returns are randomly distributed. We understand that view, but we believe the actual risk to consider is the probability of losing money when investing in a public company or the stock market. Our tools help identify when the risk of loss is higher and when it’s lower. We use that info to build what we believe are lower risk portfolios. They look different and perform differently from the “market” because they are supposed to. When the market is risky, our aim is to be in less risky stocks.