Investment Philosophy

Preserving client wealth is our guiding philosophy, and diversification is the key to preserving wealth.

• Each client owns a globally diversified portfolio tailored to their personal mandate. We limit exposure to any one security so our clients’ wealth won’t be jeopardised if a single security issuer were to fail.

• Each client’s portfolio is made up of direct investments. Clients are not separated from the ownership of their assets, like they are in unitized investments (where the underlying investments are owned by aunit trust, not the individual investor). This provides full transparency and gives clients the ability to independently verify the value of their portfolio. 

• We believe asset allocation and currency strategy are key determinants of portfolio performance. The selection of individual securities is important, but a lower level consideration.

• We practice a dynamic, or tactical approach to asset allocation, with our in-house strategy team continually reviewing portfolio positions. We do not take a “fixed” allocation approach.

• We pursue growth only when we’re satisfied risk is managed.
  

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