The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.
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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.
Trend Following
Quantitative, Rules-based
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.
Security Selection
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.
Trailing Stop-Loss
Quantitive, Rules-based
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.