We believe that the most important pillars of investment success are a clear understanding of our clients’ investment goals, risk tolerance and time horizon.
Once investment objectives are defined and agreed upon with the client, we will determine individual investment strategies, asset allocation and the appropriate selection of asset classes.
We do not believe in forecasting the economy, interest rate and markets or political developments. Instead, we believe in investing in quality companies which show strong financials, earnings stability, solid growth, and a management with a sound vision of their market opportunities.
We combine an aggregate of investments in our accounts over time to achieve diversity instead of an over-concentration of investments, and risk diversification at all times. It is our goal that the aggregate of our investments, rather than some investments, sets the tone for a solid performance in up markets and, as well as important for preservation of capital, in down markets. It is all about time and not timing. We aim at low volatility and a degree of steadiness in our performance. We are multi-style managers with a bottom up approach based upon proprietary, company specific research.
We rebalance our portfolios regularly and only when there is a visible major market shift to the down side we may change asset allocation accordingly to preserve capital, but most of the time we will remain invested and avoid making market bets.