The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.Watch
We have pledged a donation to the Maui Strong Fund in support of those affected by the recent wildfires. Our thoughts are with the families and residents as they endure and rebuild.
We seek to identify areas of the market that are in an established uptrend, and only these areas are candidates for consideration in the portfolio.
The Most Complex Question
We rank all viable areas based on the strength of the uptrend, historical risk reward metrics, and correlation with the stock and bond markets.
We set a trailing stop on every holding based on its specific volatility pattern. Once a stock hits that point, we immediately sell. Our own rules force us away from price disruption.
CIO Insights: December 1, 2023
As you reconfigure portfolios for 2024, input and perspective are important. We welcome you to tune into the newest CIO Insights from Chief Information Officer James St Aubin, recorded December 1, 2023. St. Aubin highlights November as a banner month for bonds and draws attention to the Bloomberg US Aggregate Bond Index – up four and a half percent in total return last month. He explores two reasons this was significant, as well as the underpinnings of renewed bond demand, reviewing the course of yields throughout the year. Regarding monetary policy, the end of policy tightening cycles has historically been an attractive time to own bonds. Is the Fed done and are the high and yields this cycle in?
CIO Insights: November 2, 2023
In this edition of CIO Insights, James St. Aubin discusses the recent FOMC meeting, the Q3 GDP report, and more.
Disciplined Risk Management
Learn about our investment process that is based on two goals. The first goal is to keep clients out of trouble and limit the effects of sustained market declines on client accounts, and the other is to satisfy risk-adjusted rates of return over a full market cycle.
The Value of Tactical in Every Portfolio
Why tactical investment management is so important to have in every client portfolio.
The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.