INVESTMENT PHILOSOPHY

At Alpha Windward, we believe that fundamental quantitative methodologies outperform traditional approaches to investing. The rapid and substantial growth of investment information available to the financial community has created a critical need to process and analyze information about securities with greater precision, efficiency, and insight. It has also provided Alpha Windward with the opportunity to make better investment decisions by combining quantitative modeling with fundamental analysis in order to optimize overall returns on a risk-adjusted basis.

We believe that equities are the best long-term asset class and that time in the markets, not market timing, is the key to growing investment assets. Diversification across asset classes and among securities is also an important investment strategy. Asset allocation and comprehensive securities selection are critical components of the portfolio construction process at Alpha Windward. Overall portfolio risk and variability of returns from year to year are reduced by maintaining a well-diversified investment program.

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