Performance Comparables


Performance vs the Harvard Endowment


We think wealth managers should be measured against the Harvard Endowment. Like us, its gains are required to pay for real world needs. The running costs of the university. Or in our case, the periodic living needs of investors. That means a balanced portfolio with exposure to equities, bonds, real estate and commodities. Neither of us can tolerate the feast and famine of leveraged investments or an equity-only portfolio.

Performance Harvard

Performance vs Hedge Funds

Performance HRFX