About Us
My Investment Philosophy
This philosophy has been developed by working with a lot of smart people over the
years and it is relatively simple. It has five tenants as follows:
This philosophy has been developed by working with a lot of smart people over the
years and it is relatively simple. It has five tenants as follows:
- The most important rule...minimize mistakes and avoid capital loss.
- Most investors, including weathly ones, are too diversified with a
number of mutual funds, seperate accounts, and hedge funds that
ultimately leaves them with hundreds of underlying positions
which makes it hard to outperform the market. Simplify your
portfolio. And don't pay too much in fees.
- Invest in some combination of an active portfolio, a core portfolio,
and a portfolio of actively managed mutual funds.
- Read research from respected sources to enhance your
knowledge.
- If you do not have the time to invest, and it does take substancial
resources to outperform the market, have a qualified individual or
entity to do so on your behalf.
 | |  | |  | |  | |  | |  | |  | |  | |  |