A Creative and Flexible Investment Philosophy

It is essential for investment judgment to be supported by intensive research. With that comes the responsibility of an advisor to act on his or her convictions. At Hillview, these convictions are based on over 70 years of collective experience. This experience has taught us to look through traditional and often arbitrary labels when approaching asset allocation.

Our asset allocation framework begins with the evaluation of near, mid and long-term investment goals. Allocations are then made to asset classes and managers based on their ability to meet these needs. These allocations are dynamic and flexible, capable of adjusting over time in response to changing needs. They are periodically modified to take advantage of new opportunities that arise or take into account the emergence of niche manager skills. We consider taxes, liquidity and expenses at each stage of the process and before making each investment decision, taking into account these often overlooked costs which can have a material impact on the overall returns.