notices - See details
Notices
NE
Nathan Erickson (not verified)
13th October 2017 | 5:17am

Thanks Marvin, I appreciate the comment. We wouldn't consider ourselves "equity advisors" but instead, asset allocators. We believe that to be the single most important factor in determining portfolio outcomes. If we can get that right our client will have a high probability of success. In allocating to equities, we try to find managers with a sound, defensible approach and a track record of consistent execution.