• Top down global macroeconomic investment perspective
  • Tactical (risk based) not static asset allocation
  • "Go anywhere" in search of investment returns
  • Extensive study of market history goes into decision making process
  • Risk manage volatility; we view cash, gold and foreign currencies as asset classes
  • Hedge against capital loss in periods of elevated market risk to preserve wealth
  • Fundamental analysis helps identify what to buy
  • Technical analysis helps identify when to buy
  • The concept of relative strength is a key component of our technical analysis discipline
  • Our alternative income strategy seeks out securities with above average yields in industries and asset classes that have sustainable cash flows
  • Diversify relative strength strategy with contrarian deep value investments & special situations