A satellite image of the Korean peninsula at night exemplifies the principles we look for in principles-based investing, namely good leadership and governance and the ability for human flourishing to occur.
An investment decision-making framework that combines time-tested principles, rigorous global research and an in-depth evaluation of risk dynamics.
The future is uncertain. Provision against uncertainty is a reason to plan, save, and invest. As a result, we offer solutions for long-term investment planning.
The markets and economies are not stable. Due to this instability, provisions and measures taken against uncertainty may fail. One way to protect your investments against instability is to manage risk through diversification and an appropriate allocation of wealth. As result, our solutions provide diversification that seeks to avoid the pitfalls associated with concentration risks (cap-weighting).
The manner in which leaders govern (governments, corporations, etc.) significantly influences the productivity of the people they lead. Therefore, environments with greater civil and economic freedom tend to provide more fertile ground for investment due to increased human productivity. We believe that wealth is created where growth and inflation levels tilt toward favorable environments (fiscal, policies, indebtedness, civil freedoms, etc.).
Productivity is the combination of human creativity and natural resources. We believe wealth is created because of human productivity. Our solutions seek to allocate towards countries, companies, and sectors with higher productivity levels (lower taxes, favorable demographics, etc.) and environments more conducive to human flourishing.
The world is uncertain but not chaotic. Therefore, reasonable decisions can reduce exposure to high-risk environments. Applying wisdom principles may not eliminate risk, but it can improve the chance of successful outcomes. We provide solutions that seek to implement a principles-based investment decision-making framework, focused on long-term risks rather than short-term volatility.
Investors and markets are not always rational and eagerness for gain, or fear of loss, can drive investors into bubbles and crashes. Opportunities or risks can be identified when a disciplined valuation process is used to determine the inherent value of an investment. Our solutions seek to follow a disciplined valuation methodology to avoid “chasing returns.”
*An investor may not invest directly in an index such as VIEQX. In addition, emerging markets investments may expose investors to risks not typically associated with similar investments in more developed markets. The classification of a country as an "emerging market" is generally based on the relative economic, political and social development and is by necessity subjective.