Decades ago, large university endowments such as Harvard and Yale looked for a better way to manage their assets other than the cookie-cutter approach of stocks and bonds. Using their academic brainpower, they constructed a portfolio that expanded their asset class exposure to include areas such as international investments, natural resources, hedge funds, and private equity. This diversification created a portfolio less correlated to the stock market and produced a more consistent return over a variety of market cycles.

This same philosophy is used in our Liquid Endowment Model and is behind the investment process of all of our individual strategies. Even though you may not have gone to Harvard, you can at least invest like them!

For a deeper dive into our process and philosophy for our strategies and individual stock-picking, head over to our Resources page where there are videos, market commentaries, and white papers that will give you a better idea on how we create value for you and your hard-earned money.