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We believe that a disciplined, rules-based investment process is critical to effectively manage portfolios.

Our approach centers on a global four pronged framework.


We start with valuations as our ultimate guide to understanding market sentiment. Then we focus on current economic growth trends, Federal Reserve policy, and market sentiment to weight the evidence and determine where we believe our current position is in the business cycle. Based on where we believe to be in the current cycle, we design portfolios that dynamically adjust to changing market and economic conditions.