Principled Fund Management

We continue our series highlighting Wespath’s Investment Beliefs, which help define our investment philosophy, while aligning our products and services with the principles of The UMC.

Belief—Expertise

  • We believe that highly-qualified employees and external asset managers/vendors are required to achieve strong risk-adjusted fund performance.
  • We believe employee-owned, or closely held firms provide attractive opportunities to invest, as their interests are more aligned with the interests of our investors.
  • We conduct rigorous due diligence to ensure we select external asset managers that align with our beliefs and interests.

To view all of our investment beliefs, visit wespath.org/assets/1/7/5060.pdf.

From the January 2019 issue of Hark!

 
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