INVESTMENT PHILOSOPHY
- Identify investment opportunities via macroeconomic (top down) and individual company (bottom up) analysis
- Optimal portfolio construction using our proprietary "Beyond the Efficient Frontier" methodology
- Ongoing monitoring of portfolio holdings and overall construction
- Periodic fine tuning to portfolio foundation and ongoing rotation of alternative asset classes in an effort to capitalize on market opportunities and to achieve superior risk-adjusted returns.
Our Overriding Philosophy
Constructing a successful investment portfolio is among the most fundamental of requirements for financial success. It demands strict discipline and a keen understanding of risk, the markets, and the economy.
Our goal is to achieve superior risk-adjusted returns in all market conditions. We do this through a proprietary process grounded in rigorous research, superior security selection and a cutting-edge diversification methodology.
Superior performance can best be achieved through active management. Active management is dynamic and flexible and allows us to utilize the best components of proven investment strategies while giving us the flexibility to pursue new and progressive investment ideas given the continually changing landscape of the markets.
SimonDavis Asset Management, Inc. is an SEC Registered Investment Advisor headquartered in Denver, Colorado. Since our inception we have evolved into a premier asset management firms. We pride ourselves on providing independent, integrated, and comprehensive asset management to private clients and Registered Investment Advisors throughout the country.
