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Evidenced Based Investing

Emotions and investing do not mix well. This why our evidence-based investment approach is informed by your long-term goals, academic research and financial science. We focus on what you can control, which provides a disciplined approach that relies on diversification and minimizes expenses and taxes. Our motto is Science not Science Fiction. Our investment approach is based on a belief in markets. Rather than attempting to predict the future or outguess others, we draw information about expected returns from the market itself— leveraging the collective knowledge of millions of buyers and sellers as they set security prices. Trusting markets to do what they do best—drive information into prices—frees us to spend time where we believe we have an advantage, namely in how we interpret the research, how we design and manage portfolios, and how we service our clients. We take a less subjective, more systematic approach to investing—an approach we can implement consistently, and investors can understand and stick with, even in challenging market environments.

Our approach is grounded in economic theory and backed by decades of empirical research. Research has shown that securities offering higher expected returns share certain characteristics, which we call dimensions. We structure broadly diversified portfolios that emphasize these dimensions, while addressing the tradeoffs among cost, turnover, and diversification.

Investing is about providing a successful investment experience. That means more than just returns. It means offering peace of mind because investors know that a transparent process backed by decades of research is powering every decision. Our goal is to help people live better—not just years from now, but today.”

Welcome to the Science of Investing