How We Invest
At ICW, we believe durable compounding requires portfolios that are explicitly balanced across economic environments rather than anchored to historical correlations or single regime assumptions.
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We focus on global equities as the core source of long term value creation, combining macroeconomic awareness with disciplined, bottom up security selection.
Portfolio Construction
Portfolios are constructed through a diversified, multidimensional equity framework designed to manage concentration risk and improve resilience across changing market conditions.
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Diversification, position sizing, and ongoing risk monitoring are integral to the investment process. Select risk management tools may be employed during periods of elevated market stress. These techniques are not intended to eliminate risk or prevent loss.
Strategic Equities
Strategic Equities (SE) is a long-biased global equity strategy built around a diversified set of high-quality companies and is intentionally balanced to reduce concentration in any single sector, theme, or market leader. It also incorporates select risk-management tools, such as options or credit-related instruments, to help mitigate the impact of rare but severe market events. SE is intended to be resilient across different economic environments, including periods of inflation, slowing growth, or policy uncertainty.