Our Investment Principles
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- Our Investment Principles
Under our over-arching Endowment Investment Philosophy®, we use the following core investment principles when constructing our ETF portfolios:
- Utilize a core-satellite portfolio construction methodology
- Keep total investment costs low
- Build tax-efficient portfolios
- Earn high real returns
- Partner with exceptional managers
- Maintain a bias for value
- Think contrarian
- Think long term
- Concentrate investments when appropriate
- Be true to our traditional core values, but remain open to new, innovative ideas in the ever-changing dynamic investment landscape