Investment Philosophy

INDEPENDENT THINKING

“Blind faith in the consensus is the greatest enemy of truth.” -Albert Einstein


Over the last 15 years, we have witnessed a seismic shift into passive investments. Products like indexes, tracker/mutual funds or what is called a “managed account”. As the rest of the world goes passive, never in history has so much disruptive innovation taken place in such a short amount of time. This translates to innovation often going undiscovered or misunderstood by traditional investment managers focused on gathering assets and cross selling in-house products. Unlike indexes that accept market prices for what they are, I tread against the herd mentality by looking for pricing dislocations and exploit them. My client accounts are proactively managed, NOT passive. If I feel the market environment is changing or the economy is headed toward a recession, I will adjust our risk exposure by shifting a portion of client portfolios into cash or inverse hedges to mitigate downside risk. The intent is to maintain a forward looking mentality, as opposed to being held to the ebb and flow of the S&P 500 index.

By being consistent and disciplined, my process is designed to own a core portfolio of high quality companies that generate substantial revenue growth while powering transformational innovation in their respective industries. I believe in a two pronged approach when evaluating equities – Each investment is based on a thorough fundamental analysis of the underlying business and its financial statements. But fundamentals are not enough. Technical analysis provides color to an otherwise black and white world of balance sheets and income statements. I invest in companies across multiple sectors and industries while seeking the most favorable conditions for successful opportunities. This improves the probabilities of stronger returns across market cycles.

Whether you are in the early stages of a successful career or reaping the rewards of years of hard work, my only priority is to grow and protect your assets by offering independent, conflict free and transparent investment advice. That’s why I have designed our client experience to be highly collaborative, with portfolios customized to help you achieve your financial goals.

 


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