Our investment philosophy is simple and different. We believe that investment decisions should be guided by the wealth of academic and empirical evidence available to us. On review, it provides a number of clear pointers to where we should focus our energies to deliver our clients with a successful investment experience. We define a successful experience as one where our clients can sleep soundly at night, have a strong chance of achieving their future lifestyle goals, and both understand and believe in the investment journey they are taking. It is probably quite different to investment approaches that many clients have experienced in the past.
In essence, our philosophy comprises three core beliefs and three important practical principles:
Our approach to investing is elegantly simple, yet highly effective. We cannot control the returns that the markets deliver, but we can select and manage closely the risks that our clients take in their portfolios. We can help them to obtain the bulk of the returns delivered by the markets, by minimising both financial and emotional costs, and helping them to stay the course. Belief, patience and discipline are the key to a successful investment experience.
Should you wish to learn more about our investment philosophy before arranging a initial consultation, please let us know and we will be happy to share some of our materials with you.