Our Investment Philosophy
We believe that the reward for anticipating future markets is much more valuable than the payoffs from over-focusing on present circumstances. In order to do this properly, we use a combination of technology and real-life experience to ascertain whether the market is over or undervalued.
Unlike stock market-timers, who sometimes have a really hard time making accurate predictions on a consistent basis, the opposite tends to be the case for early-stage technology start-up market-timing, especially for those who deeply understand the technological revolutions.
Although we believe that part of the success of an investment strategy is how the portfolio is divided among the various asset classes, real data and our own experience continue demonstrating that market-timing-based decisions account for a much greater proportion of total return.