Our Approach
Our focus is on asset allocation, i.e., the distribution of investment capital across broad market segments and fundamental risk factors. We manage our clients’ portfolios dynamically, with a focus on downside risk control. Our goal is to maximize risk-adjusted returns over a 5-10 year horizon. The pillars of our approach are: diversification, value-oriented investing, and efficient execution.
Market Outlook & Strategy Letters
2011
- Q4: Low-Volatility Equity Income Strategies
- Q3: The US Equity Size and Value Premiums in Historical Perspective
- Q2: Lessons in Portfolio Construction
- Q1: Interconnected Risks: Commodities, Currencies, & Emerging Markets
If you wish to obtain copies of earlier letters, please contact us at info@paladinadvisors.com
2010
- Q4: The Bond Market Sell-Off Materializes | Understanding Portfolio Performance
- Q3: The Case for Emerging Market Debt
- Q2: Navigating Financial Market Volatility | Focus on Financial, Health Care and Tax Reforms
- Q1: Anticipating a Stock Market Correction | Understanding and Managing Bond Market Risk
If you wish to obtain copies of earlier letters, please contact us at info@paladinadvisors.com
2009
- Q4: Strategies for hedging inflation risk
- Q3: Why we are fully invested | Why we think the US $ will weaken
- Q2: Headwinds to long-term growth | Focus on international real estate
- Q1: Why we favor the emerging markets | Introducing the Vanguard GNMA
If you wish to obtain copies of earlier letters, please contact us at info@paladinadvisors.com
2008
- Q4: Opportunities in Corporate & Municipal Bonds | Introducing TIPS and DFA
- Q3: Investing in a crisis: long-term perspectives
If you wish to obtain copies of earlier letters, please contact us at info@paladinadvisors.com