Evidence vs Speculation

The implementation of our Asset Class Portfolios is based on a framework of principles that bring consistency, reliability of outcome and lower cost to our investors.

Our research and implementation partners provide us with institutional pricing and trading efficiency, all of which is delivered to your portfolio.

All our portfolios our built on the following foundations:

Markets work

Markets throughout the world have a history of rewarding investors for the capital they supply. Companies compete for investment capital, and millions of investors compete to find the most attractive returns. Markets quickly incorporate information from this competition into security prices.

Investing vs Speculating

The conventional approach to investing revolves around picking funds and individual shares, and then timing into and out of markets, with the objective of beating the market. There is no doubt that capital markets have a history of rewarding investors, but there is almost no evidence supporting the notion that beating or timing the market is possible on a consistent basis.

Risk and return are related

Evidence from investors and academics alike, points to an undeniable conclusion: Risk and return are related. What are the risks worth taking?

Investment dimensions

An investment dimension is a market factor that explains differences in returns, demonstrates persistence through time and pervasiveness across markets, and is cost-effective to capture in diversified portfolios.

Structure is the strategy

Successful investing means not only targeting dimensions that generate higher expected returns, but also managing risks that may needlessly compromise performance.

Implementation can make all the difference

Research and structure are the foundations of Asset Class investing. But long-term results depend on our ability to effectively implement strategies in competitive markets. Implementation has two vital and integrated functions: portfolio management and trading.

Our approach

Quote

“If you are having fun investing, you are probably not doing a very good job. Good investing should be boring.”
Legendary Investor
George Soros

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Let’s design your investment plan

The best investment strategies start with a clear life strategy. So, talk to our team about what you want to achieve – in the markets, but more importantly, in life.