Preservation Group

Preservation Group is an investment research and management company formed to offer an alternative approach to the fundamental questions of risk, return, diversification and asset allocation that lie at the heart of the capital management process. Preservation Group's primary mission is to provide superior research, advice and investment performanc... e for our clients. At the core of our approach is a process of macroeconomic assessment and dynamic asset allocation. These reflect our belief that unusual long term opportunities and risks derive form large-scale forces that impact many asset categories. Our focus is on major structural changes in the economic, political, capital market corporate spheres from which new and unanticipated secular trends are likely to arise. These opportunities can appear anywhere in the world. Long-term structural changes give rise to significant investment opportunities because they are not apparent in any one market and so are not well understood or incorporated into most investment processes. We recommend a discipline based on identifying the sources of potential return and sources of uncertainty, and defining absolute return expectations. This approach differs from more typical investment processes that are based on relative performance and determinations of risk derived mainly from historical volatility.Read More