Smart Investment Strategies
Empirical evidence from Nobel laureates and other scientific research confirms that in most instances asset allocation is the fundamental driver of capital returns.
Not the selection of the individual stock, nor the selection of the “star” investment manager.
Our blueprint is to invest globally, but at the right price, in unloved areas of the market that are fundamentally sound, with conviction-led, and smart, tactical decisions that have a higher degree of success.
We follow and understand trends, and our positioning is often two to three chess moves ahead of the rest of the market.
We are active asset allocators.
Active Tactical Tilts
Our proprietary and active tactical tilt process allows us to freely adjust our allocations and positioning when opportunities prevail, to maximise returns and reduce risk.
We adjust our investment portfolios when we need to, not quarterly or yearly like others do, but when there are market dislocations or opportunities for us to take advantage of.
Tilting our clients’ portfolios with conviction towards undervalued assets is a powerful way to manage portfolios in order to preserve capital and earn excess returns.
This approach enables us to deploy funds throughout the investment lifecycle, even when certain markets are under pressure.
Incrementally, at each stage, we lock in these gains and when the market catches up, we adjust our portfolios and focus elsewhere.
Unlike most large financial institutions, we do not sell expensive, proprietary products.
We are unconstrained and whole of market, global investors and do not have our own products or funds to sell to our clients.
We will not select opaque investments with expensive fees in an attempt to increase returns.
We will also not invest in illiquid instruments, or ones that carry unknown or unquantified investment or tax risks.
This means that we will only use the investment institutions that we believe to be the best in the market, for the specific position, market or sector that we wish to invest in, at that point in time.
We select our investments on merit alone.
Buy when there’s Blood on the Street!
As Warren Buffet once said: “Be fearful when others are greedy, and greedy when others are fearful”
To make sustained capital returns, you have to be a contrarian.
By the time you have read online about the next investment theme or idea, as markets are now incredibly efficient, the opportunity is very likely to have already been priced in.
It continues to alarm us that many retail investors and advisers are still investing on gut-feel, and with little, if no scientific, economic or investment knowledge.
We are a Wealth and Investment Management company - not an Asset Management company.
There is a clear and very important distinction between the two.
We do not have analysists on the ground interviewing CEOs and CFOs of globally listed companies, so let’s not try to kid ourselves that we’ll find the next Apple or Nvidia.
Any Wealth Manager that suggests otherwise, that does not have the depth of on the ground knowledge or resources required to find the next unicorn, is likely to be investing by gut-feel or third hand information.
This is speculation – not professional investment management.
• We do not believe that selecting individual star managers or companies is the best way to allocate risk and generate consistent returns
• We do not believe in passive, “buy and hold” strategies or lazy “long only” investment management strategies that simply follow the market
Instead we use scientific investment and economic data as well as institutional research, fundamental analysis and defined trends, in order to derive quantitative results with a qualitative and human element, generating the best possible outcomes.
Our strategy is to rotate towards unloved areas of the global market, where we believe there is value, and which have a good chance of capital upsides over the coming 3 to 9 months.
You will benefit from institutional pricing and access due to the strategic partnerships we have established with the best asset managers and investment partners in the market.
We are conviction led global market investors.
Our continual hunt for value
Global markets are not necessarily correlated. By having a global perspective, it allows our clients to benefit from our ability of tapping into undervalued sectors, factors and asset classes.
We hunt for value with maximum diversification across numerous asset classes enabling us to invest using lower risk exposures.
We believe that our active approach allows us to make bold decisions with conviction when appropriate, without having to hug arbitrary industry benchmarks.
Our asset classes include large and small cap global equities, developed and emerging market bonds, fixed income, commodities, real estate, listed private equity, hedge funds and alternatives.
We have brought together the best elements of robust institutional investment management programs, along with quantitative and qualitative driven analysis, to create a truly unique investment process adept for the rigors and fast-moving markets of the 21st century
Our extensive network and knowledge of the market allows us privileged access to the best investment research, data and studies to continuously remain at the forefront of the investment management industry.
Our incessant thirst for knowledge and scarce expertise allows us to continue to challenge traditional investment strategies and keeps us at the top of our game.
We use global research from the best investment houses in the world.
Hunting.
Not tracking.
Our proven and proprietary investment management approach and know-how enables us to be laser focused on our primary goal to deliver successful financial outcomes for our clients.