We built Crow Point to capitalize on our specialized expertise in specific asset classes and disciplines. Mere size and being “all things to all people” do not interest us. We measure success by the ability to perform consistently well through all market cycles while staying within investment disciplines at all times, always with an eye on capital preservation and risk control.
We are guided by three essential elements of investing:
A focus on core competencies
We build portfolios around our core competencies
At Crow Point, our goal is to build on our strength and experience in global equity investing and portfolio construction. Because we believe long-term outperformance comes from superior stock selection and effective risk management, we stay focused on those core skills. We take a long view of the investment cycle and do not time markets – rather, we believe there is always an opportunity somewhere in the markets and it is our job to find it.
Discipline in our decisions and process
Capital markets are inefficient and can be exploited by a disciplined, rules-based investment process. But, our experience has taught us that quantitative discipline is not enough. For investment strategies to perform optimally, quantitative research needs the perspective of seasoned fundamental analysts. Quant models will occasionally miss the nuance in earnings reports, which more often than not need to be carefully parsed, especially when evaluating the true quality of a company’s earnings.
Understanding our sources of alpha
Understanding our sources of Alpha – grounded in common-sense research
Crow Point’s managers are united by the common belief that a well-defined investment process is grounded in proven financial theory, bottom-up research and common sense is best positioned to deliver solid, consistent results over time. Our proprietary stock selection and risk models have over 20 years of proven success over many different market cycles. We measure our success by long-term results that seek the benefit of market upturns, while limiting risk during downturns. Preservation of capital is a theme that permeates all our strategies and view our sell discipline as an integral part of our investment process.