Our mission is based upon two unique foundational pillars:
1. Enhanced Returns (Performance)– through the application of our systematic, factor-based investment process (i.e., good offense); and
2. Active Risk-Management (Protection)– through the inclusion of quality and low volatility defensive factors in our stock selection models, the use of custom tactical, trend-following hedges as an overlay to passive stock index investments and the combination of multiple individual strategies into one portfolio (i.e., good defense)
By combining these two foundational pillars (i.e., good offense and good defense) we seek to achieve our mission of providing our clients with investment strategies that outperform their respective benchmarks over a full market cycle while also protecting them from substantial risk of loss.