Milford’s core beliefs that drive our overall investment approach are as follows:

• markets are inefficient and provide opportunities to consistently add value through high quality research implemented by experienced investment professionals


• setting the initial and ongoing asset allocation mix is crucial to ensuring clients' long-term investment expectations are met
  
• market valuation extremes and long-term trends can be identified for asset allocation changes


• bottom up research based stock selection is the best consistent source of value added (alpha) to investment portfolios


• the core of our portfolios are well managed companies that create long-term shareholder value