Investment Approach

We take a long term approach with our investment strategies; however, in today’s globalized world and increased volatility, it is important to make frequent adjustments to any investment strategy based on changing economic conditions. To achieve this we overlay tactical allocation strategy to our strategic asset allocation.

We believe minimizing and managing the risk is the key to achieve superior returns.  We minimize diversifiable risk by including multiple asset classes or diversify accross different industries and/or countries. Further, we try to minimize non-diversifiable or market risk by selecting the low risk assets/funds.  Sector strategies, including sector tilts and rotations are used to achieve superior risk adjusted returns.