In our view, the best portfolio for an institution is intuitive, resilient, and ultimately achieves the organization’s goals. We accomplish this by leveraging internal and external resources and expertise to execute our strategy effectively and efficiently.
Biblical principles inform the foundation of our investment process. We apply our six principles of investing to lessen the ambiguity, remove emotion from investment decisions, and provide guidance during periods of uncertainty. Our Principles-Based Investing is informed by timeless biblical truths, extensive knowledge of economies and investments, rigorous global research, and an in-depth evaluation of risk dynamics.
Based on these principles, we build solutions that are exposed to faster economic growth potential, appropriate valuations, and broader diversification (including asset class, market capitalization, geography, and return factors).