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Whitepapers

The Multi-Asset Class Discipline

In the Osborne Partners investing discipline, portfolios are actively managed over multiple asset classes, using individual securities. These asset classes include global equities, foreign equities, fixed income, natural resources, real estate, and alternative assets.

While each individual asset class has its own characteristics, return profile, and risk in different economic environments, managing portfolios with allocations to multiple asset classes allows investors to experience excellent long-term returns, with far less risk than a portfolio comprised mostly of equities.