Their
Beliefs
The firm's overriding principle is
to act as a fiduciary, to add value to clients' international portfolios through active
currency management, and to focus solely on clients' individual objectives. The firm is
committed to providing best practice and investment excellence in the area of currency overlay
for large institutional investors.
The firm believes that fundamentals
determine currency equilibrium and that their extensive research since the 1980's has
identified several specific factors that, if applied in a disciplined way, will add active return.
These factors are theoretically sound and diversified and work in a similar way across
major currencies.