Our method is dynamic in conception, proactive in maintenance, and conceived to provide performance with critical attention to exposure to risk through an elite active management style. Our core philosophy of investment management is centered on two key principles:
MODERN PORTFOLIO THEORY “MPT” / ACADEMIC RESEARCH
MPT Theory is the concept pioneered by Harry Markowitz (Noble Prize winner for the theory). The theory states that there is a combination of non-correlated asset classes (stocks, bonds, real estate, commodities, etc.) that can be combined to produce an allocation that maximizes return for a given level of risk. The theory is based on historical data and mathematical formulation that includes return, risk and correlation between different asset classes; to build an optimal portfolio for a given level of risk or a targeted level of return.
IMPLEMENTATION THROUGH ACTIVE FUND MANAGERS
Our investment strategy is built on our careful and professional managers’ research. Our implementation is enhanced by the fundamental belief that successful managers typically demonstrate a certain combination of superior management skills, superior track record and are themselves business owners. The focus, first and foremost, is downside protection by proactively identifying high quality managers that have navigated unfavorable market conditions along with numerous other criteria selections.
We are able to create significant opportunities for alpha (a measure of performance on a risk-adjusted basis) by implementing an asset allocation strategy through our carefully selected active managers.
How is your money working differently with Vere?
- SUPERIOR MANAGERS SELECTION
- Since we stay away from the practice of revenue sharing agreement, our universe of funds is much broader and our selection is more objective than the majority of firms
- We hire proven managers with superior track records that have award-winning pedigrees
- These managers go through our extensive due diligence process and are vetted by our CIO and executive management. team
- HIGHLY REFINED IMPLEMENTATION
- Our asset allocation is strictly implemented through the elite active fund managers
- We are striving to move your portfolio beyond the efficient frontier
- ADVANCED INVESTORS’ EDUCATION
- We bring you the knowledge to allow you to make informed decisions
- We communicate with you so that you understand what you own and why you own it