Don’t Race the Benchmark in Blinders
How do you build the perfect portfolio?
Portfolio construction is a little like gourmet cooking, where quality ingredients are combined to create a balanced meal.
In the Not So “Secret Sauce” of Portfolio Construction, Portfolio Manager David Souccar reveals our view on what’s at the heart of that delicate balance between risk and return.
So what’s our secret? At the Quality Growth Boutique, we focus on predictability of earnings, diversity of drivers, and alpha generation. But the key to our process lies in the long lasting values that define our firm.