Our Investment Philosophy
Forty-six years of experience created our proprietary algorithm to guide our investment approach.
The algorithm identifies risks in the markets, which determine our investment allocations. This provides a systematic investment philosophy where human emotions are reduced.
Protecting and then growing your wealth is our primary objective.
How We Make Decisions
Investor Sentiment Monitoring
From rallies to corrections, we keep a close eye on consensus sentiment at key market levels to analyze levels of risk, confidence, and valuation expectations.
Risk Barometer Indicators
We monitor a variety of technical, fundamental, and sentiment indicators to understand timing for the best opportunities to acquire equities – or to sell and reduce equity investments when risk levels are high.