Philosophy

ESSENTIAL PRINCIPLES FOR SAFEGUARDING YOUR WEALTH

EVERY INVESTMENT DECISION WE MAKE IS BASED ON THE FUNDAMENTAL PRINCIPLES THAT FORM THE CORE OF OUR INVESTMENT PHILOSOPHY.

Though it may not make sense to most investors, the most important investment decision is not about the individual securities that comprise the portfolio, but rather, is about the asset allocation mix, i.e. the relative proportion of cash, bonds, stocks, and other asset classes.

Superior as well as consistent returns can only be achieved by focusing on long term trends in both financial markets and the real economy, globally. Our approach embodies our solid understanding of the impact of macroeconomic factors on asset classes and individual investments. However, in certain cases, we may be tactically opportunistic in the short-term, by exploiting short-lived yet significant devaluation in certain assets.

We are proud of our established track record of delivering positive returns irrespective of market fluctuations and volatility. Driven by the vital importance of preserving your capital, we operate under a strict and robust risk framework. We do not focus on short-term temporary performance but rather, on long-term absolute returns in excess of inflation and benchmark interest rates.

A broadly-diversified investment portfolio, with exposure to as many regions and markets as possible, has much less risk than a portfolio consisting of only a handful of individual stocks or bonds.

Investment returns are driven by risk-taking. Our fiduciary responsibility to our clients entails providing asset management solutions that are appropriate for their respective risk profiles and investment objectives. We work hard to balance risk and return by complementing investment research with robust portfolio construction and disciplined risk management.

By investing in vehicles with low management fees and transaction costs, one can gain a major advantage in achieving superior performance. Index funds and ETFs in particular, are among such efficient market-access vehicles.