Investment Philosophy

Contrarian and Value Oriented

Our management style focuses on capital preservation and common sense. We strive to generate returns that match or exceed our clients’ risk tolerance. To achieve our clients’ goals, we build portfolios with diversified positions that we believe have a higher probability of outperforming over market cycles. We then manage risks with an emphasis on absolute returns when markets are trendless or declining. We do not build portfolios to mirror index performance or statistics and we pride ourselves in being considered benchmark agnostic.

The investment universe is large and it is possible to avoid poor performing securities and sectors through the full application of our investment process – a combination of our high level, macro analysis of the investing horizon and our fundamental, bottom-up research – in order to achieve attractive risk adjusted returns. While we appreciate the benefits of relative value between markets and securities, we have the experience to know that the ultimate form of portfolio protection and long term asset growth depends on always looking up through the window to see the world and not always eyes down at a screen.

Decisive and Flexible

As an independent, 100% employee owned firm we are able to remain focused and nimble when implementing investment strategies on behalf of our clients. At Performa, we do our own work with our own comprehensive resources. Our size and deep understanding of fixed income and equity markets, combined with strong relationships developed through years of experience, allow us to be decisive and flexible.