PHILOSOPHY

Burnside Capital Management recognizes that there are three key factors to long-term investment success:

1. Strict Asset Allocation
2. Strategic Diversification
3. Thoughtful Investment Selection

Our core investment process was designed by Nobel Prize winning masterminds Harry Markowitz and William Sharpe.

Utilizing this strategy allows you to:

• Participate in the long-term growth of the markets
• Reduce the inherent volatility associated with investing.

We can demonstrate how the old adage, “The higher the risk…the higher the return” is not necessarily true.

Equity Investing

We primarily employ some of the best third-party money managers in the world to pick stocks for the equity portion of clients’ portfolios. These managers have multi-million dollar research staffs already at work.

Furthermore, accessing money managers via the mutual fund model allows us to efficiently hire and fire the managers on our clients' behalf when the situation dictates.

The combination of using both no-load/low-cost mutual funds and Burnside Capital Management’s competitive rates is a powerful opportunity for investment management clients.

Individuals can simultaneously and seamlessly attain:

• World-class stock-picking capabilities from highly rated mutual fund managers.
• Personal service and investment discipline from a local and independent advisor.

Peace-of-mind is the result!

Fixed Income Investing

We make use of both individual bonds and bond mutual funds for our clients. Individual bonds offer the stability needed in many portfolios. While bond funds allow individuals to earn potentially higher yields because of the economies-of-scale reachable in the large, institutional bond fund marketplace.

Investment Selection Process

Burnside Capital Management uses sophisticated software and spends numerous hours analyzing mutual funds and fund managers. The selection process incorporates both quantitative and qualitative methods of scrutiny.

Quantitatively, we look for funds that meet the following criteria:

• No-load
• Low cost
• Top performers
• Strong manager tenure
• Third-party analyst approved
• Low relative risk
• No regulatory issues
• Tax efficient

Qualitatively, we participate in conference calls and meetings with money managers and money managers' representatives. In addition, we scrutinize the fund companies regulatory documents and third-party analyst opinions.