We build diversified portfolios using evidence-based methodologies that employ industry-leading, proven techniques. Our focus is to utilize factor-based investment strategies with a bias towards value and small cap. We avoid expensive and inconsistent strategies such as stock-picking, market-timing and sector rotation. Letting markets do what they do best – disseminating information into prices – allows us to focus on where we believe we have an advantage, namely how we design and manage portfolios, and how we integrate them into the wealth management process.
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