Our Proven Practices
We follow 3 proven practices for investment management that will persevere through all market cycles.
- Proper Asset Allocation: Our aim is to balance risk and reward by setting up your portfolio according to your goals, risk tolerance and investment horizon. 90% of your long term returns will be driven by this decision.
- Disciplined Diversification: Don’t put all your eggs in one basket and don’t follow trends. We won’t let you chase yesterday’s story and lose the diversification required to guarantee success.
- Timely and Disciplined Rebalancing of Assets: Any portfolio’s mix will drift over time as prices move in different directions. Sound portfolio management is founded on “buy and rebalance” which involves selling some of what has just done relatively well and buying those assets that have lagged.