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INVESTMENT PHILOSOPHY

FEG’s essential principles for investment excellence:

  • Independence: Clients come first. Objective decisions empower the pursuit of better outcomes over time.
  • Ardency: The disciplined application of a rigorous due diligence process uncovers opportunities with the potential to preserve value and provide growth that may not be obvious or available to other market participants.
  • Prudence: A sound investment program is built upon deliberate portfolio design commensurate with risk tolerance, market opportunities, and competitive advantages.
  • Alignment: Comprehensive alignment between principals—client, advisor—and component parts—managers, custodians— improves the outlook for long-term success. 

Our investment philosophy is rooted in the belief that investment excellence is earned through four essential principles: Independence, Ardency, Prudence, and Alignment. Each principle reflects our commitment to serve our clients to the highest standard.