Investment Capabilities

Boston - All humans have behavioral biases, those blind spots that can impact decision-making. Some people are overconfident about their abilities; others attribute too much value to things in their possession; some feel the pain of loss much more so than an equivalent amount of gain.

Boston - Investing in portfolios that track benchmark indexes can be a great investment approach when the market is going up. However, in certain market periods when interest rates are rising, inflation is surging and geopolitical tensions are high — 2022 is a good example — having an active manager who can identify leading companies priced at a discount to their intrinsic value may become essential.