- Long-term return and volatility expectations are constructed for asset classes.
- Extensive research and analysis of key financial and economic data are used to develop investment perspectives and insights.
- Investments are considered in a historical context.
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- A knowledge-intensive process balances the passion of conviction with the realities of uncertainty.
- Limits are placed on investments in each asset class, allowing for the application of investment insights while limiting the impact of unanticipated events.
- Established financial concepts combined with the investment acumen of experienced professionals provides key inputs to the investment process.
- Ideas generated through this process are, where possible, tested using rigorous quantitative methods.
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- Investment vehicles are selected based on key factors expected to impact operating costs, taxes, investment returns, and volatility.
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- Stembrook’s Advisory Board is comprised of experts in economics, tax and estate planning, equity analysis, global fixed income, foundations & endowments, and global sustainability.
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