Our investment approach differentiates us from many other investment firms. We believe in Active Management and though we are not averse to using low cost index-tracker funds where appropriate, we will often seek to add value through the appointment of highly skillful, experienced fund managers that can out-perform passive investment strategies. Our process ensures that we adhere to the investment objectives for each portfolio and, where we deem it necessary to do so, we actively make changes so we might improve the investment outcome. Our portfolios are constantly monitored to make sure they reflect our current assessment of appropriate risk and opportunity.
Most investment firms acquire their third-party research from the same source often resulting in a “sameness” approach across managers. Whilst we do not strive to be different, we have found that we often hold a different view to many fund managers because we conduct our own independent research. Our in-depth analysis of investment markets covers both fundamental and technical aspects and incorporates a core quantitative component which helps minimise subjective, emotional decisions that can often damage returns.
Investment markets are always in a state of flux and there is constant rotation in and out of favour between the various market regions and sectors. Our proprietary system is always tracking relative strength between assets and will alert us to potential risk and opportunities.
We also believe that market timing should be utilised as part of risk management. Rather than adopting a hold and hope approach, we argue that long-term returns can be improved by actively managing systemic risk, i.e. lowering risk when the market is displaying signs of ongoing weakness. To this end we have developed our own range of proprietary investment analysis tools. These include our Market Timing Charts, Risk Barometers, and Market Sentiment Indicators.