Alexandria Experience

Principled Decision-Making

Four crucial principles drive our investment philosophy:

1. commitment to research and analysis;

2. minimization of tax and cost friction;

3. application of portfolio construction fundamentals; and

4. customization of tailored portfolio solutions.

Underpinned by Theory

Success in investing requires a disciplined adherence to research, reason, and evidence. Data suggests that markets at times exhibit inefficiencies that can be identified to produce risk-adjusted returns, just as there is value in staying the course and remaining committed to your conviction when others panic and make impulsive and reactionary choices.

Big Picture Thinking, Nuanced Focus

Our understanding of macro environmental factors like inflation, interest rates, growth, and secular trends shapes our approach to portfolio management and our thinking around returns across asset classes and industries. Additionally, our bottom-up approach focuses on revenues and margins, cash flow and growth projections, existing competitors and potential new entrants—and importantly, identifying risk factors and their potential impact over time.

An Adaptable Approach

We are not dogmatic about how we implement our research in client portfolios, whether it be across stocks, bonds, ETFs, or other assets where our process and philosophy lead us to believe a valuation opportunity exists. Our duty is to uncover the best available and most suitable investments in the global marketplace and create long-term value for our clients.