Philosophy & Objectives
Investment Philosophy
While FTIA has two primary investment strategies that use different approaches, the firm has some core fundamental beliefs that are broadly and tactically applied to both strategies
- Investments should be made when the appreciation potential exceeds the perceived downside risk
- Perceived risk is often inversely correlated to actual risk
- Fundamental, security specific analysis is the way to start – but the macro is also critical
- If the company performs, the stock eventually follows
- Mean reversion is one of the most powerful forces in financial markets
Broad Objectives
- To deliver superior, long-term investment performance by investing in attractive value opportunities and managing downside risk
- To communicate clearly and effectively with clients
- To preserve long-term relationships with clients
- To maintain the highest level of transparency, integrity and discretion