Modern Office

OUR INVESTMENT STYLE

  • Focus on Absolute Returns: Active Portfolio Management

  • Top-down macro analysis coupled with bottoms-up equity valuation

  • Proper Risk Management

  • Portfolio Volatility < Market Volatility

  • Focus on Margin of Safety and Risk Management

  • Buy weakness and Sell strength. Protect gains.

  • Flexible investment strategy. Have cash on hand to buy when opportunities arise.

  • 16-18 Total Positions:

  • Initial Position Size: 3-4%  

  • Max Position Size: 10-12%