OUR INVESTMENT PHILOSOPHY
The Endowment Approach:
Built to Last
We've adapted the renowned Yale Endowment Model and taken it one step further to cater to a wide range of investors. There’s no room for compromise when it comes to quality and access—whether you're safeguarding family wealth, preserving corporate assets, or growing institutional capital.
The Evolution of Asset Allocation
Investment strategies have undergone a profound transformation over the past century. As markets evolved and access to new asset classes expanded, so too did the way portfolios are structured for long-term growth and resilience.
Foundations

1930-1980
Age of 60/40

1980-2000
barbell portfolio

2001-2020
multi-asset

now
At AXSA, we embrace this modern, multi-asset approach to help clients capture broader opportunity sets. It’s a key pillar of our investment philosophy, and a powerful engine for long-term, risk-adjusted returns.