It can be tempting to invest in the recent best-performing investments being heralded by media. Unfortunately, research demonstrates, that investing in recent top-performing assets leads to less-than-expected outcomes.
See the chart below, which illustrates sticking with a disciplined plan has historically outperformed chasing the most recent best-performing investments.
Shifting Allocations = Poor Results
- We believe the preservation of capital is key to consistent, long-term investment success.
- Our investment approach is grounded in economic theory and backed by quantitative analysis.
- Managing drawdown risk is a pillar from which we build our portfolios.
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