BAKER STREET ADVISORS, LLC

Our investment process is rooted in the science and data that shapes the investment process at the nation’s largest university endowments. These simple themes include:

 

Diversify your assets: If you have all of your assets in one basket, you are at great risk if you drop that basket. Combat the problem by finding a lot of baskets – interesting baskets – in which to put your
eggs. Avoid market timing: Investors tend to follow trends, getting excited when something is going up and piling on just in time for a collapse.

 

Keep fees to a minimum: In a single-digit return environment, the reduction of fees can represent a
meaningful increase in investment returns. At Baker Street, we use our collective $4 billion in purchasing power to insure that each of our clients benefit from the lowest fees available.

 

Pursue active management only in those markets where there is great opportunity: It is difficult to beat the market by very much or for very long. In the vast majority of cases, the tax and manage-
ment of active management exceed the benefits.

 

Our Investment Strategy Group intelligently synthesizes the best available economic and investment
research, allowing them to craft asset allocations designed to maximize after-tax, after-fee,
risk-adjusted returns.