Modern Portfolio Theory

Our investment philosophy is anchored in modern portfolio theory, the result of groundbreaking research by Harry Markowitz that won a 1990 Nobel Prize for economics. Modern Portfolio Theory quantifies the way risk and return are related. It shows that the way different asset classes are combined in a portfolio plays a crucial role in attaining a desired investment return with minimum risk.

We manage your portfolio with a long-term, controlled-risk perspective, which strives to deliver consistent returns, build lasting wealth and avoid the single disaster that can profoundly affect long-term return.