Risk-Managed Investing

Navigating today's uncertain markets.

Drawdown Chart.png

To achieve any meaningful growth, downside acceptance is needed. However, not every gain or loss is created equal. As drawdowns become larger, the return needed to recover losses becomes exponentially greater. Our philosophy then, is to accept volatility to achieve long-term growth while focusing on limiting the magnitude of negative returns. 

Up Down Capture Chart.png

A more risk-based approach may give up upside and lag in rising markets environments. However, even for a portfolio that lags in rising markets, a buffer during periods of crises can make a huge difference over time. Due to compounding, downside risk management has a greater effect on portfolios than upside outperformance long term.