Our research-driven approach means that we expend significant man-hours to produce independent, original & timeous research. Over the last four years we have developed our deep research proprietary database of quantitative & qualitative research which provides early filters for the discovery & maintenance of investment grade securities.
We utilise an integrated model of macro & micro analysis where the results of a bottom-up research process are corroborated with a top-down analysis. The output of this disciplined process is a strategic asset allocation which feeds into our model portfolios for conservative, balanced growth & aggressive portfolios.
All markets exhibit negative serial correlation & as a result we believe that the best time to buy is exactly when almost everyone is heading for the exit. In the words Sir John Templeton; “buy at the point of maximum pessimism: sell at the point of maximum optimism”. We establish our core positions usually after a sharp correction in the market as a whole, or in a particular security.
While we are able to serve the needs of short & long-term investors alike we have a long-term investment horizon & aim to add value through superior asset allocation, sector selection, stock selection & fixed interest duration positioning.