Investment Process

Top-down and Bottom-up Analysis

In order to capture 1% improvement opportunities, we place an emphasis on doing little things right.


“Treat growth … as a science, not an art form. Follow-up with same kind of rigor at your operations management”


These two components are highly inter-dependent and together drive long-term superior performance.

We maintain a thoughtful policy of strategic and tactical allocation with rebalancing options. This allows the investment team to adapt to market dynamics while staying committed to long term goals.


We utilize a rigorous manager selection and risk management process to achieve long-term advantages. Our mix of managers for clients is best-in-class.

© 2021 Endowment Research Group. All rights reserved.

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