Tribeca investors are not high-risk investors or speculators. Their primary concern is preserving capital and allowing the value of their assets to grow, while minimizing risk and tax consequences.
Traditional managed funds or even index funds do not effectively capture asset class returns across the investment spectrum. In recent years, proprietary asset class funds-representing all asset classes in the global investment universe-were created exclusively for large corporations and institutional investors. Tribeca now utilizes these same institutional-grade funds to construct fully diversified portfolios in a practical form for investors.
The Tribeca Investment Philosophy is Based on Six Governing Principles
Risk is best managed through a portfolio of thousands of securities that is broadly diversified and passively managed. The majority of investors should have portfolios with both equities and fixed income securities.
Markets efficiently reward investors for supplying capital. The reward is based on the risk taken—risk and return are related. Over the long term, Wall Street research offers investors no additional value.
One size does not fit all. Investment portfolios should be matched to an investor’s individual goals and risk tolerance based on six factors: time horizon, net worth, savings rate, risk attitude, investment knowledge and money values.
Portfolios that incorporate equities should focus on the long term to allow for maximum appreciation and avoid the pitfalls of market timing.
Investors should always work from a written investment policy statement. Regular, in-depth consultations between advisors and clients will help advisors provide sound investment advice.
Portfolios cannot be separated from the investors who own them. Through an understanding of Tribeca’s educational materials such as The 7 Deadly Sins of Investing®, clients will avoid the common pitfalls of investing and achieve a better investment experience.