Perspectives
| Sep 05, 2019
The Art and Science of Knowing What You Own

We prioritize our research on sources of return that are understandable, transparent, intuitive, and well supported by empirical evidence over long periods of time. This approach results in a transparent investment process vs. a non-transparent ‘black box.’ Our rules are not derived solely from data or technical or academic theory but, importantly, from practical, extensive experience and active management applied over decades.