At G2 Investment Partners, our primary objective is to build investment portfolios rigorously designed to maximize risk-adjusted returns for our clients. We achieve this through a disciplined, factor-based investment strategy.
G2 Investment Partners is proud to leverage the expertise of Dimensional Fund Advisors (DFA), a leading asset management firm managing over $650 billion. DFA pioneered the factor-based, or “smart beta,” investment methodology in the early 1980s. This approach blends active and passive investment philosophies, capitalizing on long-term market data that reveals certain factors statistically drive higher equity returns over complete market cycles. These key factors include:
- Size: Historically, small-cap stocks have tended to outperform large-cap stocks over the long term.
- Value: Value stocks, those considered undervalued by the market, have generally shown a tendency to outperform growth stocks.
- Profitability: Companies with higher profitability have typically demonstrated stronger performance compared to less profitable companies.
Based on these well-researched factors, G2 Investment Partners constructs fully diversified portfolios with a strategic overweighting towards companies that exhibit these characteristics. This intentional approach provides our investors with a greater opportunity to achieve enhanced returns across full market cycles.
In addition to our core factor-based strategy, G2 Investment Partners incorporates several other crucial variables into our investment management philosophy:
- Long-Term Perspective: We maintain a long-term investment horizon, avoiding the pitfalls of attempting to time the market.
- Low Turnover: We minimize portfolio turnover to reduce trading costs and enhance efficiency.
- Cost Efficiency: We are committed to minimizing fees and expenses to maximize net returns for our clients.
- Broad Diversification: We prioritize diversification across asset classes and sectors to mitigate risk.
- Tax Efficiency: We implement strategies aimed at maximizing tax efficiency within our investment portfolios.
THE G2 INVESTMENT PARTNERS ADVANTAGE
As an independent Registered Investment Advisor, G2 Investment Partners operates under a fiduciary standard. This means we are legally and ethically bound to place our clients’ interests first and foremost. Our unwavering commitment is to reduce your investment costs, enhance your returns, and ultimately improve your financial bottom line. G2 Investment Partners is dedicated to maximizing your long-term wealth accumulation in a manner that aligns with your individual risk profile and is specifically tailored to help you achieve your unique financial goals.
