As we develop an investment strategy, understanding what our clients would expect from an investment would always come down to consistency for the most part. We know as true for all investors is the comfort of not losing, is much greater than the joy of winning. In developing an investment strategy, we want to ensure that we have the best ability to perform over time consistently.

 

The best time to hold a good asset is for as long as possible. Applying a “rules-based” investment philosophy allows us to think tactically and consider only those companies that exhibit features or qualities when allocating these to our portfolio. For example, a company that has a solid history of profitability and can be difficult to compete against are factors that present us with a value proposition as these are more likely to continue to perform during market volatility.

 

Where we must be particularly diligent is to acknowledge that our investment decisions may not always be as accurate as we intend. To manage this, we invest according to the appropriate economic environment and in the appropriate economic global zone.

 

The art of this business is to focus on the company not the gimmicks, get that right, and the money will look after itself. Our aim is to provide a holistic approach to your investment strategy to meet your financial goals.

 

We come to the table as a partner rather than a transactional provider, combining our business acumen and entrepreneurial vision with professional expertise and the ability to execute quickly and efficiently.

 

We think in decades not days - We invest for the long term. Building iconic businesses takes the best part of a decade or longer.

 

We will make our kids proud - Everything we do, we do with integrity, in a way that we’d be happy to tell our kids about.

 

Our focus continues to be on building long-term relationships with our clients.

 

How do you cut through all the noise to construct the most appropriate portfolio of assets to meet your needs? Our experienced team has access to world leading research and fund managers that we can utilise to create the best investment solutions for you.

Value

The potential return is greater and loss is lower if you purchase investments that are currently overlooked or under-appreciated by other investors...

Quality

Its not just about value. We focus on buying good quality investments at attractive prices. We do this by undertaking comprehensive research to understand the fundamental driver behind each opportunity.

Risk Management

By focusing on undervalued investment and decreasing the allocation to those that are overvalued, we aim to driver more consistent returns with lower risk than traditional approaches. Besides, we are happy to hold higher than normal levels of cash for more compelling opportunities.

True Diversification

You're less exposed to risks of investing when your money is spread across a mix of different investments(like shares, property, bonds & cash) that complement each other. In other words, simply holding more of the same/similar thing isn't the same as true diversification.

Risk Cycle

The phenomenon of an individual's appetite towards risk displays on the diagram below Investing money in euphoric times is the maximum of risk when markets are going crazy and you are hearing lots of noise. It's hard to stay your ground. Being humans, we are hard-wire to avoid the pain of a loss, we feel it twice as much compared to a win.

When markets are going up, we get greedy. When market are going down, we are scared. This thought processing can lead to panicking and selling less to what they had bought for. That selling solidifies our losses and missing out on the opportunity for them to take advantage of future upswings. It is hard to tune out of noise living in such a hyperconnected world.

"Do not take yearly results so seriously. Instead, focus on four- or five-year averages." - Ben Graham

What are the Asset Classes & Why do we invest in them?

Defensive Assets

Cash

The potential return is greater and loss is lower if you purchase investments that are currently overlooked or under-appreciated by other investors...

Fixed Interest

Its not just about value. We focus on buying good quality investments at attractive prices. We do this by undertaking comprehensive research to understand the fundamental driver behind each opportunity.

Growth Assets

Property

The potential return is greater and loss is lower if you purchase investments that are currently overlooked or under-appreciated by other investors...

Equities (Share/ Stocks)

Its not just about value. We focus on buying good quality investments at attractive prices. We do this by undertaking comprehensive research to understand the fundamental driver behind each opportunity.

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