Let’s talk about investment performance…
Performance is about being active (vs. passive).
Investment markets are ever changing – our active style allows us to take advantage of opportunities
Performance is about actively managing risk.
Our Active Risk Management process mitigates losses – thereby enhancing returns
Performance is also about keeping costs low.
How do we do this?
We invest primarily in individual securities from all over the world, (stocks and bonds),
so we help you avoid the fees and costs of managers that employ mutual funds or exchange traded funds (ETFs) only.
ETFs may at times be employed for a small percentage of a portfolio to capture “hard to reach” markets.
TAKE A LOOK UNDER THE HOOD:
Individual Securities and Transparency
By investing in individual securities, you see the stocks you own.
By comparison, mutual funds and ETFs don’t offer anything close to transparent data.
Your personal circumstances, goals and wealth planning serve as the basis for our initial strategy and required rates of return. The result of our macro-economic research process completes the investment portfolio’s overall asset allocation.
Macro-economic history provides great evidence that, over long periods of time, there is a direct correlation between changes in the economy (the business cycle) and the performance of financial instruments. Over the long term, the macro-economic variables that drive the global economy – such as interest rates, inflation and corporate profits – affect the long-term direction of stock, bond and real estate prices. Therefore, our search for the best opportunities within the investment landscape begins with an understanding of the global economic climate and business cycle.
Active Risk Management
We believe that successful long-term investment performance is the result of above average investment selection combined with careful risk management. Our Active Risk Management (ARM) is a process employed to manage potential downside risk due to factors that include global economic instability, economic sector or industry weakness, and deterioration in a specific security’s fundamentals. It includes tools and formulas that can affect a portfolio’s asset allocation, sector and stock exposure.
ARM is a process that is continually applied to your investment portfolio depending on the health and stability of financial markets. ARM may cause your portfolio to experience periods of reduced exposure to particular sectors, industries or individual securities, as well as increased cash and fixed income balances. Though risk management does not guarantee against investment loss, we believe that, over the long run, our ARM process mitigates risk and leads to above average investment results.