Robo advisors invest in low cost index funds allocating according to modern portfolio theory; this is a terrible way to manage money because the result is that you put money into:
1) countries/economies that are not competitive
2) companies that are not competitive.
Even within the United States index funds allocate money to companies based on size, and there are some very large companies who are relics of the past and doomed to decline over time. They can't attract talent, they're the least compelling offering in each of the spaces they operate in, etc. Why waste money allocating to these companies?
We will beat the vast majority of stock pickers over time for four reasons:
1) We are laser focused on the Mega-Themes that will drive the most value creation over the next 5-10 years (e.g. Cloud, AI, Ecommerce, Digital Payments, 5g, etc);
2) We understand how these themes are/will keep on changing the relative power dynamics among companies;
3) We’re investing for the long term (not the next 6-18 months like the vast majority of portfolio managers);
4) We adhere strictly to a set of rules that is designed to make sure that our portfolio “Anti-Fragile” - we buy companies that benefit as much from global chaos and recessions as they do from economic growth.
Robo advisors invest in low cost index funds allocating according to modern portfolio theory; this is a terrible way to manage money because the result is that you put money into:
1) countries/economies that are not competitive
2) companies that are not competitive.
Even within the United States index funds allocate money to companies based on size, and there are some very large companies who are relics of the past and doomed to decline over time. They can't attract talent, they're the least compelling offering in each of the spaces they operate in, etc. Why waste money allocating to these companies?
We will beat the vast majority of stock pickers over time for four reasons:
1) We are laser focused on the Mega-Themes that will drive the most value creation over the next 5-10 years (e.g. Cloud, AI, Ecommerce, Digital Payments, 5g, etc);
2) We understand how these themes are/will keep on changing the relative power dynamics among companies;
3) We’re investing for the long term (not the next 6-18 months like the vast majority of portfolio managers);
4) We adhere strictly to a set of rules that is designed to make sure that our portfolio “Anti-Fragile” - we buy companies that benefit as much from global chaos and recessions as they do from economic growth.
*Portfolio subject to change, for illustrative purposes only
We construct our portfolios differently, and different is better. The companies we invest in are larger and more dominate than most. Our philosophy is to always look for strong potential for appreciation along with a strong balance sheet, so there is balance between growth and preservation of capital.
**Inception Date 5/3/2021 as 11/30/2021. Returns provided net-of-fees. Returns may vary based on time of investment and rebalancing. Past performance is not indicative of future results.
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