Our Philosophy

We employ a fiduciary approach to managing all of our client portfolios. Our investment philosophy is based upon strong academic and scientific knowledge, grounded in Modern Portfolio Theory and strongly influenced by diversification strategies developed by Nobel Prize winning financial economists. We utilise a dynamic asset allocation model which utilises both index based investments and an active based approach. We believe that an active approach can potentially protect your portfolio against structural changes in the markets or catastrophic events. An active approach can also take advantage of an expanded investments opportunity set (beyond what is contained in the index). Our active approach is carefully monitored and if it does not provide a return above the index, then it will be dropped – so far they have delivered.