Dynamically Navigating the Changing Currents

Our investment process was built to navigate the twists, turns, and surprises of a more volatile investment landscape. The world has fundamentally changed. The long economic cycles of the past are just that, a thing of the past. Going forward we believe cycles will be more muted and shorter. In this new environment, being dynamic, diversified, disciplined, focused on risk and armed with a broader set of tools will be imperative.