Typical fund managers try to outsmart the market by outpacing its moves. Problem is, research doesn’t offer much evidence that this approach works. That’s why Symmetry puts its faith in the capital markets, not any “star” managers. We don’t attempt to predict the future. We don’t try to time when different stocks or sectors will be in or out of favor. Instead, we believe in a disciplined approach to asset allocation that leverages the natural order of the financial world.

Research | Why we put our faith in capitalism.
This principle is founded on the landmark “Efficient Market Hypothesis” that showed stock prices tend to reflect the company’s value—accurately and quickly. That makes it nearly impossible for managers to outperform the market on a consistent basis. No wonder 67-85% of all actively managed funds underperformed their corresponding S&P Index over the past 5 years.* More...

Practice | How we apply this principle.
Unlike active mutual fund managers, Symmetry employs a passive approach to investing. We don’t chase “hot” trends. We don’t actively trade securities. Rather, we devise a strategic asset allocation strategy and hold steady to optimize performance. More...

*Standard and Poor's Indices Versus Active Funds Scorecard (SPIVA), 5-year period ending March 31, 2007, across seven fund categories.