Investment Philosophy

Education, experience and and observations of global trends have helped formulate our approach to serving clients. To summarize, we believe:

  • Economies have their own life cycles, just like people.

  • The influence of older, advanced economies, such as those of the U.S. and developed Europe, has been, and continues to be, in a long-term decline.

  • The influence of newer, and newly emerging, economies, such as those of China, Brazil, India, Russia and others, has been, and continues to be, on the rise. 

  • Exposure to alternative asset classes (other than traditional stocks, bonds, cash-related vehicles) has proven to increase long-term returns while reducing volatility. (When possible, shouldn’t you benefit from the decades of experience of major endowments and institutions?)

In view of these and other factors, we believe prudent investors looking ahead to the next 10, 20 or 30 years, should consider these strategies:

  • reduce exposure to the U.S., and Western Europe

  • increase exposure to newer and emerging economies

  • reduce exposure to traditional investment categories such as stocks and bonds

  • increase exposure to alternative investments such as non-listed REITS, Business Development Companies (BDCs), futures, etc.