Our
Investment Process
We believe in the power of diversification. Every portfolio we build includes unit trust funds with differing investment styles and approaches. As market and economic conditions change, portfolios must change too. We continually monitor our portfolios and adjust them when necessary to deal with changes in the investment environment.
As in any enterprise, some investment managers are better than others. It is easy to find managers who have performed well in the past. It is far more difficult to identify those that are likely to perform well in the future. The key is distinguishing those who are truly talented from those who have merely been lucky. Our skill at making these distinctions is one of our core competencies.
How you combine managers is as important as finding good managers in the first place. A well-constructed portfolio is a team of managers that performs well together as conditions change, not a disjointed collection of star performers. We combine managers so their unique styles and approaches to investing complement one another.
Once we construct a portfolio, our job has just begun. We actively monitor the markets, selected fund managers and our portfolios. The world is always changing and our approach to portfolio management is designed to anticipate and adjust to change.