Principal & Mandate

One of the foundational pillars of the SDGPFYFR methodology is its vigilant approach to mitigating prolonged drawdown periods. Through meticulous data analysis and extensive backtesting, our approach has consistently yielded returns that surpass passive investment benchmarks, at times even doubling or tripling them, as evidenced by performance testing that spans over a century of historical data.

Our philosophy, while straightforward, is exceptionally effective: an unwavering commitment to risk management and capital preservation lies at the core of our investment mandate. Decades of trading and investment expertise across diverse strategies have enabled us to develop a robust framework, emphasizing stability while seizing opportunities for growth.

There is an old adage on Wall Street: “Bulls make money, bears make money, but pigs get slaughtered.” Over the course of my career, I have observed countless examples of such “pigs” succumbing to market volatility, reinforcing the essential need to adapt strategically to varying market conditions. 

History, as we know, often echoes itself, and we firmly believe that experience forms the bedrock of sustained success across not just decades—but also designed for centuries—in the ever-evolving investment landscape.

Each unit of risk is intrinsically bound to a corresponding measure of reward, an axiom rooted deeply in the dynamics of efficient markets. Transitory arbitrage opportunities are ephemeral, vanishing as markets self-correct and attain higher levels of efficiency. Thus, our strategy does not rely on fleeting inefficiencies to deliver stable returns.

Our investment philosophy is anchored in the transformative power of sustained compounding to cultivate enduring wealth across time. We concentrate exclusively on major economies within developed nations, selecting industry-leading companies with a demonstrated track record of profitability through diverse market cycles. Our portfolio is strictly confined to liquid assets, each having exhibited resilience and success over decades.

Our mandate is singular in its ambition: designed to endure across generations, enabling returns to compound toward billions, and potentially trillions, over time. While a standard long-term market return of 9% could grow an initial $100 investment to $13 million over 150 years, our strategy—founded on active allocation and adept drawdown management—positions that same capital to scale into the hundreds of millions, even billions, in enduring returns. This is the ultimate testament to the potency of compounding and disciplined, active portfolio management.