Bridge Street Investors

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Asset Allocation Investment Management Philosophy

 

Process driven

Strategic, long-term thinking

Small, measured moves

Statistical analysis - search for anomalies in the market

Research intensive

Patience and discipline

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Process

• Economic analysis 

• Market analysis

• Probabilities are attached to likely economic and market scenarios 

• Long-term investment horizon

• Manage downside risks

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Asset Allocation Management

• Top-down, macro-economic analysis

• Spread the opportunity, spread the risk - make use of multiple asset classes

• Keep asset class weights low – no downdraft from any one asset class

• Discipline - quarterly allocations with small measured moves

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Tools we use

• A combination of Exchange Traded Funds (ETFs) and Closed-End Funds (CEFs)

• Secondarily, we use our own BSI Portfolios

• Benchmark models are based on index behavior (please see performance for descriptions)

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