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Investment Strategy Explanation

We utilize an efficient market investment approach which focuses on cost-effective asset class investing. Rather than chasing returns through stock picking, market timing, and track record investing, we seek to capture risk dimensions identified through academic and scientific research. Unlike a pure indexing approach, an asset class strategy follows a disciplined academic approach that can result in lower transaction costs, more precise asset class exposure, and the potential for enhanced returns. This is what we refer to as a structurally engineered portfolio and these are the types of portfolios our investors implement.