Portfolio Strategies & Methodologies

But now, by saying what his future was going to be like, he had created it.  A plan is a real thing, and things projected are experienced.  A plan once made and visualized becomes a reality along with other realities – never to be destroyed but easily to be attacked. Thus Kino’s future was real, but having set it up, other forces were set up to destroy it, and this he knew, so that he had to prepare to meet the at­tack. - John Steinbeck, The Pearl

This section of our site allows us to disclose to you some of our methods and models. In a sense, this allows you to window shop through a few of our different models. If you think the explanation of our models is as clear as mud, fear not. For your convenience we have also included Glossary of Terms, broken up into two parts: liquidity assets and prospect-based assets.