Overall Investment Philosophy
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
- we seek to protect client funds in market downturns through an absolute return approach
- bottom up research based stock selection is a key source of value added (alpha) to investment portfolios
- the core of our portfolios are well managed companies that create long-term shareholder value
