Meeting
Consulting Philosophy
Long Street’s goal is to provide clients with the highest level of service while delivering candid, independent investment advice. We do this by helping clients define and meet their objectives by targeting enhanced return, reduced risk, and lower overall fees/expenses.
Importantly, Long Street’s business model is structured to ensure that we are first investment analysts. This allows us to be fully comfortable with our client's portfolios and investment outlook. 
We purposefully limit the number of clients we work with to ensure they receive best-in-class research and client service. .
Long Street strives to build all client relationships into true partnerships. We believe trust, excellent communication, confidentiality, and responsibility are the cornerstones of a healthy, prosperous client relationship.
Investment Philosophy
Long Street’s investment philosophy is comprised of five key tenets that underpin our investment advice across all clients
  • We are investors, not market timers.
  • Technology driven research and investment management platform powered by best in class machine intelligence that considers millions of data points relating to:
    • Global Economic Environment​
    • Region and Industry Economic Environment
    • Corporate Fundamentals
    • Business Cycle Analysis
  • Emphasis on downside protection and tax considerations for concentrated positions.
  • Aligning investment objectives and asset allocation with risk objectives.
  • Portfolio diversification is critical to prudent asset management and risk control.
  • Investment performance should be evaluated net of fees.