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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