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No single investment team can manage all strategies. On the contrary, in-depth, specialized expertise is critical in understanding the risks and opportunities that each asset class or investment strategy entails. As a result, we have built our organization out of discreet, independent teams, each with a long track record and deep insight into a specialty. These teams are supported by dedicated analysts, who understand the managers' disciplines and can provide tailored, relevant research. Yet while these teams are autonomous, they are not isolated. All members of our investment teams participate in regular calls and meetings, through which they share insights and benefit from each other's perspectives. Our structure ensures that our teams of specialized, experienced investment professionals have the freedom to pursue their best ideas, and have the support of a larger investment organization.
Successful investment strategies are built on rigorous, well-defined processes that seek opportunities in a consistent way, regardless of market sentiment or events. At Sentinel Investments, all of our investment teams employ bottom-up, fundamental research to uncover opportunities. They monitor risk carefully as they construct portfolios, making sure that no investment strategy is overly exposed to single securities or market sectors. We strive to keep our portfolios in line with their stated goals for market capitalization, duration and other investment characteristics, yet we take no extreme style bets. And, though we offer strategies that span a range of asset classes and styles, we emphasize the basics - stocks, bonds, international securities and cash - rather than more esoteric alternative portfolios.
Our overarching goal, across all portfolios, is to seek the benefit of market upturns while also limiting risk during downturns. Ideally, our portfolios should capture most of bull market performance, while limiting bear market exposure to between 60% and 80% of the downturn. We do this by buying quality securities at attractive valuations, a strategy which, in itself, limits risk in the portfolio. Our focus on strong, independent research, diversification and value provides investors with two essential elements of successful long-term investing: the opportunity for growth while managing downside risk.
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VIEW CAPABILITIES BROCHURE (PDF - 3.1MB) |
