Philosophy

At AUA we focus on the long term wealth accumulation of our clients. We look for investment opportunities across all asset classes, geographies and investment factors, such as value, momentum and quality but believe diversification alone is not enough for adequate risk management. Our research-intensive strategies seek to identify durable fundamental and technical factors that can generate superior risk adjusted returns. In addition to our core investment exposures, we also search for managers and opportunities that can generate alpha.

We strategically construct our portfolios, combining the experience and market outlook of our Investment Committee with various fundamental indicators. In addition, we tactically manage our portfolios through time and monitor tactical indicators, such as price and volume data, to help inform our shorter-term portfolio allocation decisions and seek to avoid the wealth damaging effect of large drawdowns.