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Investment Philosophy

Experience has taught us that there are very few certainties in the investment world. We are aware of two absolutes…time will pass and the magic of compounding works. In order to efficiently compound, portfolios need to grow through various market cycles.

Secular bear markets can do extensive damage to a portfolio. The harm is further compounded in the event that an investor is drawing income from the invested assets. Most investment strategies attempt to diversify assets through the primary equity and fixed income asset classes following the principles of modern portfolio theory. Unfortunately, this approach concentrates investments into just one type of risk which often fails when you need it the most.

We believe that what matters most is the return generated relative to the amount of risk taken to produce the return. As a result, the foundation of our investment philosophy is based on diversifying ones risk rather than assets with the goal of generating a high return on risk.