Symmetry Principle #3
Optimize rewards by better assessing risks.
A fundamental part of investing is that risk and reward are related. Diversification within and across asset classes reduces unnecessary risk. But Symmetry also identifies those risks that appear to pay off over time. Academic research demonstrates a seemingly counterintuitive principle—that adding certain types of risk to a portfolio can maximize returns. |
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Research | Why we tilt toward specific asset classes.
Groundbreaking research from Eugene Fama and Kenneth French, leading American financial economists, demonstrated that an increased exposure to small cap and value stocks can help maximize long-term returns. More... |
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Practice | How we apply this principle.
While past performance is no guarantee of future returns, we do weight our portfolios toward equities in general, and small cap and value stocks in particular, which have outperformed other asset classes over time. More... |
Please see legal disclosure regarding diversification and index definitions. |
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New Symmetry Updates
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Featured Articles
Timely articles of interest & coverage of Symmetry.
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Symmetry's Client Presentation
A comprehensive introduction to Symmetry's passive investment strategy.
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