Investing With an Edge > How It Works

A Data-Driven Process for Optimal Manager Selection

We pull the right mix of managers from the right places with the goal of achieving returns in excess of market performance while mitigating risk.

By constantly analyzing the data and trends, we can monitor and rebalance investments as needed, keeping you fully informed along the way—all in an effort to preserve and grow your wealth responsibly. We expect a better-than-market return over a full bear and bull cycle.

This approach gives you the benefits of:

Analysis

We conduct an in-depth analysis to understand your priorities and use a unique framework to establish the Lake Street “Fishing Hole”, selecting only managers that justify their costs.

Quality Over Quantity

We track manager performance over time, reviewing return, risk and liquidity, ultimately fishing out managers that perform consistently to align with your long-term objectives.

Competitive Edge Evaluation

We then select managers in the areas that matter most and that have the right combination of competitive edges, so your investment portfolio is designed to achieve better-than-market returns while mitigating risk.

Performance Assessment

That’s the invest-with-an-edge framework. We continue to research, rebalance and retest, and our numbers-driven insight, manager comparison and continued monitoring preserve and grow your wealth responsibly.

By constantly analyzing the data and trends, we can monitor and rebalance investments as needed, keeping you fully informed along the way—all in an effort to protect your legacy. We expect a better-than-market return over a full bear and bull cycle.

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