Markets are Asymmetrical
Most know that markets tend to go up over time but what many aren’t aware of is that only a small percentage of stocks make up most of the market gains. Most stocks underperform the index that they are a part of. We seek to take advantage of this market asymmetry to generate returns while neutralizing risks.
Strong Risk Controls
Superior investment performance is only sustainable when paired with robust risk management. The goal in wealth creation is not only to make money, but to keep it. We follow a systematic risk management process that focuses on three key risks- market risk, company-specific risk, and investor risk (emotions).
Simplicity
We believe that keeping things simple is often the key to success. In many areas in life, there are usually a handful of key factors that drive results, everything else is a distraction. We operate intentionally to keep things simple, although the process itself may be complex. We have a saying here at Warhawk One that “Things should be simple, but they not need be simplistic.”