Performance should be in context with the client’s objectives and risk tolerance. Both risk and reward are consequential to every client and can mean the difference in meeting goals and expectations. Performance should be measured net of costs and clients should see results compiled at least weekly against relevant benchmarks.
People who either run a company, fund, or other investment vehicle they can truly differentiate themselves from mediocrity. The people including our own team must be strong to face challenges, have an insatiable curiosity for discovery, and adapt to ever changing times. Above all else integrity and honesty cannot be compromised and should be reflected in the daily actions of those who hold it.