Our strategy is simple: we have a disciplined investment approach to help our client’s protect and grow their wealth. We call it Asset Class investing.
Refreshingly, we don’t try to predict the daily, weekly or monthly movement of financial markets – and all the research over the past five decades confirms that no one else can do this either, no matter how big they are or how many analysts they employ. But being able to predict the future isn’t necessary to having a successful investment experience.
We don’t believe in investment techniques based on speculation, guesswork and the ‘noise’ and agendas of popular media. Instead, we focus on the evidence of how to build the best portfolio for each of our clients based on what they have and what they need. Our results are as far removed from luck and chance as possible.
Our clients recently scored their satisfaction with their investment performance 8 out of 10. Given the volatility of financial markets in recent times, this is an outstanding result. We successfully navigated the GFC to avoid ruinous losses and frozen assets for our clients.
By understanding how markets work over the medium to longer term, we know which sectors of the market to target to position our clients to receive higher expected returns than the majority of investors. We understand the difference between a good company and a good investment.
The way we implement our approach is low cost and not available to the general public. We also access investment products not available to most investors.
As much as we use evidence and science to build portfolios, it is human emotions, patience and discipline that ultimately determines the success of our strategies. That is part of our role.
If you’re an investor seeking real, evidence based answers to the questions and investment risks you face every day, you can learn more about our investment approach by contacting us or by following these links: