Portfolio Advice
Investment markets are an expensive place to learn life's lessons, so understanding how your money is managed makes a lot of sense.
We apply rigorous discipline, Nobel Prize winning research and over 50 years of capital markets knowledge to the construction of client portfolios. We do this by bringing together a range of factors proven to increase returns
over time.
Identifying and using these factors does not require us to pick winners, time markets or increase a clients overall portfolio risk. Rather, we engineer portfolios to give certainty of outcome. Our management style favours the
use of share markets, however we encourage a diversified approach and respect views that differ from our own.
Our investment beliefs can be summarised as follows:
- All investors should distinguish between core wealth, speculative, lifestyle and business assets. Each form of wealth needs to be viewed and managed differently;
- Most investors will seek to achieve their investment objectives by taking lower rather than higher risks;
- Risk and return are related, but not all risk has an expected return. We only seek out rewarded risk;
- Effective diversification enhances return and reduces risk; and
- A key role in advising clients is to help them to avoid making short-term emotional decisions that result in loss of wealth.
