Investment Philosophy

Corbett Road Investment Management’s core investment philosophy is the belief that risk is better measured and mitigated through a dual top-down economic and bottom-up fundamental analysis approach, rather than fundamental analysis alone.

As a result of this philosophy we have developed MACROCAST™, which measures approximately 20 different market and economic centric data points under 6 broad categories:

• Valuation
• Inflation
• Technical Analysis
• Aggregate Economy
• Liquidity
• Sentiment

Through MACROCAST™ we are able to alter the risk exposure in our strategies to maintain a consistent client investment experience.  We do this primarily by reducing risk in times of economic and market volatility, in order to make it less likely for your clients to undermine their long-term investment strategy/goals.