We believe that investors, including ourselves, cannot predict the future of the economy, the financial markets or interest rates, nor do we have a long-term futuristic vision of how things should be. Consequently, we believe it is self-defeating to base the success of an investment strategy on factors that cannot be predicted with any degree of certainty. Benchmark Plus’ investment philosophy relies upon quantitative and qualitative analysis which, over time, offers the opportunity for returns in excess of those that can be garnered by average investors and the randomness of markets.  

Reflecting this investment philosophy, the Benchmark Plus Investment Philosophy focuses on ALPHA, not returns.

Alpha, the risk-adjusted excess return, represents the skill component of a manager's return. We believe that isolating alpha, by removing that portion of the return attributable to market influence, makes it easier to identify exceptional managers. We believe there are pockets of inefficiencies that exist within the markets that can be exploited by highly skilled and disciplined managers. We seek as many different sources of alpha as possible to limit our dependency on any one alpha source and through our Real Alpha™ process, attempt to dynamically neutralize our potential exposure to systematic risks.