Our Investment Philosophy
Piedmont’s investment philosophy is focused on generating attractive returns by targeting specific levels of investment risk and striking an appropriate balance between these risks and the potential returns we seek in the management of our clients’ portfolios.
All major sources of risk and return are quantified and actively managed. There is an emphasis on security selection as the primary source of return and diversification within the portfolio is used to improve the risk-return trade-off. Our goal is to deliver long-term results that maximize returns per unit of risk leveraging skill-based investment decisions.
We don’t rely on just a single source of insights, but rather, our process extracts value from the combination of three investment disciplines: quantitative, fundamental, and macro.