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| Background | Philosophy | Equity Investments | |||||
| Fixed Inc. Investments | Difference | ||||||
Fixed Income Investments |
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Accept only amount of risk necessary to achieve goals | ||
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Prioritize investment objectives | ||
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Disciplined quantitative process | ||
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Step-by-step universe breakdown | ||
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Extensive computer modeling - volatility & return testing | ||
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Opportunistic active management | ||
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Mandatory sell disciplines |
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