Protecting the Downside

Rule #1 - Protect the Downside

Capital preservation is engrained in our process

We understand the importance of protecting your hard earned dollars. Protecting your capital is central to Sigma’s investment philosophy and approach. Our disciplined investment process clearly articulates the expected return and the risk of achieving this outcome at the individual stock level and for the portfolio as a whole.

Your capital is protected through our focus on:
  • Not overpaying for future earnings stream; and
  • Allocating capital in proportion to our risk-adjusted valuations
Sigma's Investment Philosophy, Approach and Process document provides a detailed explanation of our approach to protecting the downside.
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