Huron Investments approach to investing follows three words – “Margin of Safety”. This simple concept has become the cornerstone of the Huron Investments philosophy. While we strive to maximize return, we believe that the primary and overriding investment criterion should be safety of principal with a focus on minimizing permanent loss of capital. We believe the most effective way for an investor to accomplish this is by combining a traditional  Stock, Bond, and ETF portfolio with a Managed Futures Portfolio. Huron Investments will create a portfolio of individual stocks, bonds, and ETF's in correspondence with each clients objectives that will be based on our proprietary fundamental and technical research criteria that may include such indicators as 

• Low P/E Ratio
• Increasing Price and Earnings Estimates
• Strong Earnings Growth
• Breakthroughs of Moving Averages 

The main underlying themes behind our strategies are :

•  There is momentum everywhere, not only within one asset class, but across asset classes and countries. Our analysts have developed a proprietary ranking systems based on past risk-adjusted returns which provide a significant edge on best performing asset classes. It represents the main brick on of decision tree.

•  There is a need to regularly update a portfolio’s tactical asset allocation to take advantage of trends developing and protect the portfolio from bear markets and resulting large draw downs. At Huron Investments, we usually re-balance our portfolios monthly. Under certain market conditions, more frequent updates are sometimes warranted. This strikes a right balance between buy and hold (arguably the worst possible investment strategy in modern markets) and day-trading, allowing any retail investor to reap the benefits of dynamic strategies with minimal time dedicated to following market developments.

• At the end of every month, the inputs from our ranking model are complemented with fundamental and technical analysis indicators and quantitative risk-management considerations to determine the portfolio that will be held for the next month. 

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