We are fluent in the strengths and weaknesses of modern portfolio theory and actively avoid the pitfalls of behavioral finance through strategic checks and balances, rigorous analysis, and personal humility.
We are vigilant of an industry and markets that are always in a state of flux; we are adaptive to changes and comfortable exploring both uncommon investment opportunities, and new ways to improve our processes, with whatever tools are at our disposal.
We consider all investment prospects on an objective basis, and therefore neither automatically forego unorthodox opportunities, or elect commonplace opportunities, based on conventional wisdom, prevailing headlines, or emotional biases.
We are working in service of the public good, and encourage public engagement and interest in our mission and goals. We strive to translate the detail and complexity of everyday operation into useful and digestible reports for general consumption.
We value dependable, long-term growth. As an institution with an infinite horizon, we will weather volatility and illiquidity in the short-term to better the interest of our long-term goals.