Investment Advisory
our investment philosophy
Intensive research and a disciplined process helps us create long-term investment success.
We employ global diversification to expand our opportunity set, and make tactical allocations to take advantage of mis-priced investments. These tactical allocations are based on our confidence that an asset class may offer relative return (or risk) advantage, and that is what we look to capture.
We invest primarily in institutional funds - allowing us access to some of the premier investment minds, often with lower expenses. We may also use index funds or exchange-traded funds (ETFs) for tactical allocations to closely track a particular asset class.
Investment portfolios are customized to meet the unique objectives of each client.
a few current investment thoughts
We continue to believe larger-capitalized companies will outperform smaller-capitalized companies over the next several years, while incurring less risk. Larger-growth stocks are the latest asset class to underperform significantly in the most recent asset class cycle. [chart: Asset Class Return Cycles]
Emerging Market Short-Term Bonds have a higher yield than domestic investment-grade bonds, and may offer additional return potential in the event of a dollar decline.
You may email info@kaizenwm.com to request a sample model portfolio.
alternative investments
We can provide access to institutional-quality registered funds covering strategies such as hedge funds, real estate, private equity and managed futures.
socially responsible investing
Socially Responsible Investing (SRI) portfolios may be implemented upon client request.
Not life, but good life, is to be
chiefly valued.
- Socrates