EBI First Year Performance
From the beginning, our objective was simple:
Apply evidence-based factor insights and pair them with careful, cost-aware implementation.
The ideas behind evidence-based investing are well known.
Consistent execution is harder.
We believe disciplined implementation matters.
We believe small, repeatable edges compound.
And in year one, the strategy behaved as we intended.
One year is a short period, and factor premiums are long-term phenomena that will inevitably experience periods of underperformance. In contrast, implementation edges are more repeatable and reliable, and early results highlight how they can meaningfully influence investor outcomes.
We’re grateful to the advisors and shareholders who trusted the process from day one.
We remain committed to evidence-based investing and implementation without compromise.
