Perspective and Performance

Perspective and Performance

Research and Results

Although we pay close attention to the views and opinions of our peers in the investment field, we choose to set our own course. By investing heavily in research, both in terms of time and resources, we seek to uncover the unpolished diamonds and not merely follow the crowd. This approach has served us well, and although not all investments can perform as well as we hope, the exceptional gains from the investments that outperform help us consistently outpace all of the major indices.

Careful Selection

Before choosing any investments to be added to a portfolio, we must first understand the most suitable range of assets to be included based on the client’s needs, objectives, and attitude to risk. These parameters are established in the initial setup process and can be refined and adjusted over time to reflect changes to a client’s circumstances and needs.