Investment Strategies Overview

KGW's investment philosophy is to invest in businesses, markets and securities that are undergoing change. KGW’s investments are primarily those in which known or expected events will cause an appreciation in the value of the particular investment. Investments include public and private debt and equity securities, commodities, direct investments in private companies and real estate. KGW invests globally, focusing on developed and emerging markets alike.

KGW places a priority on the preservation of capital, while seeking to achieve extraordinary risk-adjusted returns in each of its investment disciplines. We manage risk through rigorous research, including consultation with industry, legal and regulatory advisors. KGW also seeks to build strong relationships with the management of the companies. Our people are among the brightest in the industry with proven track records in generating above-average returns for clients.

Please take time to review each of our core Investment Strategies on the following pages. We look forward to having you as one of our clients in the near future.