Talson Principles

Talson’s core investment principles have been developed based on our years of experience crafting portfolios that meet client investment goals.

We have developed clear and distinct criteria and tools that continue to evolve as market structure and the investment climate evolve:

  • We believe in the importance of the road less traveled. We seek to avoid performance chasing and position crowding in favor of original thinking, sometimes leading us to idiosyncratic and/or contrarian opportunities.
  • We build portfolios, primarily from the bottom up, by finding the highest quality investments according to specific, measurable, tested criteria.
  • We combine funds in a way that provides diversification in concentrated portfolios.
  • We adhere to exacting criteria and processes while responding dynamically and intelligently to a complex and changing environment.
  • We focus on strategies we believe have the innate structure necessary to succeed across a variety of investment environments. We believe active strategies based on fundamental research, married with proven risk management discipline are likely to protect capital and provide strong risk adjusted returns over time.
  • We are always looking forward, to ensure that investment strategies take into account and profit from the evolving, complex investment environment and the reality of rapidly changing technologies.