AAA - Our Investment Philosophy

  • ALPHA – Our mission as investment managers is to maximize value for our shareholders.  One of the ways to quantify that value-add is through Alpha.  Alpha is additional returns, adjusted for risk, when compared to a benchmark or benchmarks.  We seek to generate Alpha, net of our management cost, so you can profit from our advice.
  • ACTIVE – We believe in active management.  There has been an ongoing controversy on the case of active vs. passive for years now.  While we may use a passive investment to represent a specific asset class occasionally, we still believe that diligent research and a proactive approach will yield better returns – Alpha.
  • ALLOCATION – Asset allocation is essentially diversification.  Spreading risk/reward into different asset classes that perform in varying market environments.  We’re mostly strategic (long-term) with some tactical (short-term) flair.

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