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Investment Strategy

We utilize institutional investing techniques to create an investment portfolio that is designed to balance return with an appropriate level of risk. Large institutions understand that investment markets are efficient and that the current prices of investment assets reflect the market's expectations for the assets. Given that assets are fairly priced, it is nearly impossible to consistently beat the market with superior stock picking.

While there are examples of fund managers who have substantially outperformed their peers over time (Peter Lynch, former manager of Fidelity's Magellan Fund is a good example), the laws of probability and the sheer number of fund managers dictate that a few should have stellar performance. The difficulty is identifying those managers in advance.

Instead of relying on luck to pick the best performing managers, we believe it is better to rely on those things that are under the investor's control:

» Risk Management

» Cost Control

» Tax-Efficiency

» Unique Opportunities

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21860 Burbank Blvd., Suite 100
Woodland Hills, CA 91367
Ph: (818) 857-5080
Fax: (818) 704-0400

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