TrueBalance™ portfolios combine academic theory and informed market judgment.
Key to our success is our strict value based proprietary research and portfolio construction process. We have amassed centuries of security and economic data which we monitor and test continuously.
Because investment management involves as much art as science, qualitative considerations play an extremely important role in portfolio decisions.
Our certainty is a result of our rigorous investment process. Investments are continually evaluated according to their quantitative, technical, and fundamental qualities.
Quantitative Analysis Based on a purely proprietary evaluation process we consider potential investments according to a wide range of measurable criteria including relative valuation, growth performance, and price momentum.
Technical Analysis Technical analysis produces an evaluation of longer term patterns, cycles and trends.
Fundamental Analysis Barlow utilizes an extensive process to collect and standardize fundamental data, ensuring a high level of accuracy to deliver consistent, comparable data across securities, strategies, managers and time periods; all without reporting biases or data discrepancies.
External Mandates To complement our own investment expertise we may also utilize partnerships with external managers for specific asset classes or strategies.
Portfolio Policies To many of our peers, controlling risk refers to limiting their losses versus a benchmark. To us, controlling risk means ensuring that permanent capital losses remain a rare and unacceptable occurrence for our clients. As a result our portfolios are subject to a strict risk control framework that ensures diversification and quality guidelines are met in every client portfolio.
