The Enduring Wisdom of Great Investors

Investment Wisdom

The essence of investment

management is the management of

Risk, not the management of

Returns. Well-managed portfolios

start with this precept."

—Benjamin Graham

Warren Buffett's two most

important Investment Rules.

Rule #1 Don't Lose Money.

Rule #2 Never Forget Rule #1.

The miracle of compounding

returns is overwhelmed by

the tyranny of compounding

costs.

—John C. Bogle

Principles proven across market cycles.

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Our Investment Approach

Core Investment Pillars

  • Strategic use of low-cost Index ETFs/funds

  • Multi-asset exposure across equities, bonds, real estate, commodities, and Liquid Alts

  • Systematic portfolio rebalancing

  • Efficient account structures and tax-loss harvesting when feasible

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Market Analysis Framework

  • Capital Market Assumptions (returns, risks, correlations). Valuation Metrics (CAPE, P/B, dividend yields, spreads)

  • We track multiple technical indicators, including market volatility, market breadth, and moving averages, to identify major trend direction. We also Identify broader market inefficiencies caused by cognitive biases and herding behavior, This assists us in identifying potential inflection points and extreme conditions.

  • We follow various US and non-US data points regularly to form an informed opinion about the state of the economy.

  • We monitor Monetary (Fed), and Fiscal Policies.