Portfolio Management Discipline

The Portfolio Management team collectively evaluates analyst recommendations and determines priority/attractiveness in accordance with client investment guidelines following:

  • Quantitative risk assessment with emphasis on avoiding unintended macro factor risk concentrations
  • Definition of investment success or failure for each individual investment in advance

The team also conducts portfolio reviews, periodically reassessing conviction, assessing risk levels and optimizing investments.

We study our investment successes and failures in order to improve our subsequent success rate.

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