Philosophy & Approach

Manager
Selection

We understand what it takes for an investment manager to succeed over the long term and are highly selective in our approach

• Aligned interests and a fiduciary mindset that puts the best interests of their clients above their own
• A sustainable investment edge that separates them from the crowd
• A disciplined and repeatable investment process
• Belief that long-term capital appreciation comes from owning quality companies that will compound earnings and cashflow over time

• A partner in Windmark’s investment process – to be a leading indicator of opportunity and risk
• A willingness to invest with conviction by concentrating assets into our best ideas
• Organizational stability from a focus on building a long term, sustainable “franchise”

Portfolio Construction & Risk Management

A continual reallocation of capital to what we believe to be the best opportunities, while steering clear of unnecessary risk

• Risk Based Asset Allocation: Quantify the expected return and risk of each portfolio line item and the total portfolio. This is used to focus asset allocation on what we can control: Risk
• Risk is viewed through multiple lenses, guided by common sense and measured with insightful risk and exposure analytics

• Patient, with a long-term perspective
• Skeptical and rigorous investment analysis seeking to operate effectively through market cycles
• Opportunistic, fundamental and valuation based