Investing Style
Investing Strategies – Find Your Perfect Fit
All the investment ideas in the portfolio have forecasted risk, return, correlations and other data points estimated as inputs to the optimization process. Each of the models uses expertly researched and crafted techniques to improve the forecasting accuracy. Please select your preferred forecasting model. If certain ideas do not have forecasts from your preferred model they will be supplemented with an alternative model.
Value
Traits:
High conviction, tax-efficient, profit-taking discipline.
Approach:
Long-term holding, focusing on intrinsic value.
Fit:
Best for patient & disciplined investors who prioritize steady, long-term growth and prefer quality investments at fair prices.
Philosophy:
Buy quality businesses at a fair price and hold them forever.
Philosophy:
Buy quality businesses at a fair price and hold them forever.
Value
Approach:
Long-term holding, focusing on intrinsic value.
Traits:
High conviction, tax-efficient, profit-taking discipline.
Fit:
Best for patient & disciplined investors who prioritize steady, long-term growth and prefer quality investments at fair prices.
Quant
Traits:
Low conviction in individual trades but high conviction in systems, iterative.
Approach:
Short-term, data-driven, scientific.
Fit:
Best for analytical thinkers who trust data-driven decisions, value precision, and prefer systematic strategies over intuition.
Philosophy:
Follow the data; let the algorithms do the work.
Philosophy:
Follow the data; let the algorithms do the work.
Quant
Approach:
Short-term, data-driven, scientific.
Traits:
Low conviction in individual trades but high conviction in systems, iterative.
Fit:
Best for analytical thinkers who trust data-driven decisions, value precision, and prefer systematic strategies over intuition.
Philosophy:
Spot the reflexive feedback loops and capitalize.
Growth
Approach:
Medium-term, dynamic, and opportunistic.
Traits:
Self-reinforcing cycles, tech-centric, adaptable to changing markets.
Fit:
Best for adaptable and dynamic investors who thrive on spotting trends, embracing risk, and capitalizing on transformative opportunities.
Growth
Traits:
Self-reinforcing cycles. tech-centric, adaptable to changing markets.
Approach:
Medium-term, dynamic, and opportunistic.
Fit:
Best for adaptable and dynamic investors who thrive on spotting trends, embracing risk, and capitalizing on transformative opportunities.
Philosophy:
Spot the reflexive feedback loops and capitalize.
Philosophy:
Understand the businesses you invest in; simplicity wins.
Common
Sense
Approach:
Growth at a reasonable price (GARP), anchored in familiarity.
Traits:
Invest in what you know, sensible narratives, balancing growth and risk.
Fit:
Best for pragmatic investors who prefer relatable, straightforward strategies and find confidence in understanding their investments.
Common
Sense
Sense
Traits:
Invest in what you know, sensible narratives, balancing growth and risk.
Approach:
Growth at a reasonable price (GARP), anchored in familiarity.
Fit:
Best for pragmatic investors who prefer relatable, straightforward strategies and find confidence in understanding their investments.
Philosophy:
Understand the businesses you invest in; simplicity wins.
Philosophy:
Preserve and grow capital for generations with a calculated, diversified approach.
Institutional
Endowment
Approach:
Long-term, holistic, mission-focused.
Traits:
Broad diversification, alternative investments, contrarian risk-taking.
Fit:
Best for disciplined investors with a long-term mission, a holistic mindset, and a willingness to embrace complexity and contrarian thinking.
Institutional Endowment
Traits:
Broad diversification, alternative investments, contrarian risk-taking.
Approach:
Long-term, holistic, mission-focused.
Fit:
Best for disciplined investors with a long-term mission, a holistic mindset, and a willingness to embrace complexity and contrarian thinking.
Philosophy:
Preserve and grow capital for generations with a calculated, diversified approach.
risk estimation
Risk is losing money. This is not reasonable to predict, so we can select from a few statistical approximations which are useful estimators.
Select Your Risk Estimator