Investment Approach

A quantifiable disciplined repeatable process designed for full market cycle investing.

 

What we don’t do…

Buy and Hold

Pure Indexing

Passive Investing

 

A Paradigm Shift…

Creative: Go anywhere investment strategy utilizing broad asset universe —Not limited to traditional equity and fixed income portfolios  

Nimble: Full cycle investing process driven by real-time data — Dynamic portfolio positioning according to market risk and opportunity in each phase of the economic cycle

Holistic: Customized Vista portfolios incorporating external public and private investments