Portfolio Management

Investment Principles

At IronBridge, we believe that success occurs when applying the correct investment strategy in the correct environment. We use proprietary investment models to help optimize risks and exploit opportunities for our client portfolios. We apply specific sets of rules for specific market environments.

Our core investment principles are based on a foundation of prudence, discipline and logic. We believe these to be common sense ways to manage our clients’ portfolios in an effective and responsible manner.

We believe in 3 Pillars for Investment Success:

  1. Participate in Good Markets
  2. Risk Mitigate in Bad Markets
  3. Look for Alpha in All Markets

Portfolio Construction

A successful portfolio is more than owning a pie chart of various assets.  In fact, the basis of diversification is built on flawed and incorrect assumptions about how markets actually work.  We recognize that risks in markets change over time, and portfolio exposure should change with it.

More Than Diversification

We believe diversification to be much more than having different assets in your portfolio. We believe in diversifying portfolios across various strategies to prepare portfolios for different market outcomes.

investment strategy

Real Risk Management

Risk tolerance is an important part of every investor’s profile. We believe that risks in markets are dynamic and change over time, as does our clients’ tolerance for it. Once we have determined how much risk is acceptable to a client on a long-term basis, we have developed an disciplined process to determine where and when those risks should be taken through various market cycles.

investment strategy

Hope is not a Strategy

In today’s investment world, hope is not an investment strategy. Portfolios of every kind require diligence and continuous oversight. We a have rules-based approach that governs our investment strategy and adjusts to changing markets. We have diligently planned portfolio actions to remain calm and unemotional during any market condition.

investment strategy