PeakAxis’ investment beliefs are collective, well-grounded judgments made within the context of its core mandate: to invest with the objective of achieving maximum returns without undue risk of loss, while considering the factors that affect the funding and sustainability of long-term investment portfolios. These beliefs guide decision-making, help evaluate and select investment strategies globally, and serve as a compass for achieving long-term success.

Taking on Risk Is Essential for Maximizing Long-Term Returns

Deliberately and prudently taking investment risk is necessary to generate long-term returns that exceed those achievable through minimum-risk investments. While the risk characteristics of different asset types and strategies may evolve over time, they are generally more stable than return outcomes. The overall risk profile is the dominant influence on long-term portfolio returns. PeakAxis embraces appropriate, measured risks to achieve its objective and deliver returns that sustain and grow wealth for future generations.

Long-Term Investing Creates Opportunities for Greater Rewards

As a long-term investor, PeakAxis leverages the certainty of its assets and cash flows to resist short-term market pressures, persist with soundly conceived strategies, and reap the rewards of patient investing. Long-term investors can capitalize on opportunities created by shorter-term market participants, particularly during periods of distress, and pursue investments that others may avoid. This approach allows PeakAxis to use longer-term indicators to evaluate strategies and opportunities more effectively.

Capital Markets Present Opportunities for Superior Returns

Global capital markets are never perfectly priced—whether at the level of asset classes, sectors, geographies, or securities. Market inefficiencies, including noise, momentum-driven mispricing, and mean reversion, create opportunities for skilled investors. Private markets exhibit similar inefficiencies with less observed volatility. PeakAxis actively manages its assets to seize opportunities, seeking long-term returns that outweigh associated costs and risks.

Diversification Builds Resilient Portfolios

Diversification is a cornerstone of PeakAxis’ strategy to enhance returns at targeted risk levels. Effective diversification extends beyond traditional categories like asset classes and geographies, focusing instead on independent risk-return factors. By combining exposures to these factors, PeakAxis builds resilient, long-term portfolios. Participation in both public and private investments expands the range of assets and expertise available, while global diversification mitigates domestic risks.

Active Management Adds Value Beyond Passive Strategies

Active management requires expertise and incurs costs, but it can significantly enhance returns when applied effectively. PeakAxis uses internal expertise and collaborates with world-class external managers to execute superior strategies. Combining multiple active strategies across distinct theses broadens portfolio diversity and improves risk-adjusted returns. Complementing active management with cost-efficient index-based strategies ensures optimal diversification and performance.

Strategic Positioning Creates Value and Manages Risk

Global markets and their risk/return trade-offs fluctuate over time. By predicting trends with reasonable confidence, PeakAxis strategically adjusts market exposures to enhance returns and manage risks. These shifts exploit discrepancies between current pricing and long-term fundamentals while safeguarding portfolio resilience.

Integrating Sustainability and Long-Term Factors into Decision-Making

Organizations that proactively manage environmental, social, and governance (ESG) factors, alongside other long-term considerations, are better positioned to deliver enduring value. Diverse teams that prioritize inclusion can drive superior returns. PeakAxis actively manages risks and opportunities arising from broad factors like climate change and societal shifts, ensuring long-term growth and sustainability. As responsible investors, PeakAxis engages with corporate leaders to promote enhanced governance and practices.

Governance and Risk Management Strengthen Long-Term Success

PeakAxis operates within a world-class governance framework, ensuring accountability and disciplined decision-making. Clear responsibilities and adherence to guiding principles foster innovation and appropriate risk-taking. Continuous risk management within defined thresholds enables PeakAxis to maximize returns while maintaining its commitment to stakeholders. This robust framework supports PeakAxis’ mission to deliver sustained value over the long term.