Our investment philosophy combines thorough fundamental stock specific research, with focused analysis of the global economic environment, which ultimately provides a solid foundation for our portfolio managers to tailor personalised portfolios to meet their client’s unique investment needs.
This philosophy translates into an in-depth investment process, ensuring we are able to navigate the global investment maze to achieve superior returns for clients. Our process begins with qualitative and quantitative macro-economic analysis which defines our core investment themes. We then leverage off established independent company specific research, which is interrogated by our in-house research division, ensuring congruency with our core investment themes. Our solid and robust investment process ultimately results in five flagship risk-profiled foundation models.
Our portfolio managers combine these foundation models with an in-depth understanding of our clients’ financial personality and investment objectives when building and implementing each of their custom-built portfolios.