Our Investment Philosophy

We stress:

  • Portfolio Design – a conservative, disciplined long-term management approach driven by client needs
  • Diversification – to reduce risk
  • Investment Approach – preference for corporations that continually demonstrate the ability to increase their earnings and distribute dividends
  • Stock Selection – a “common sense”, fundamental, bottom up approach
  • Communication – to make the process understandable and transparent for our clients
  • Flexibility – to reflect changes in your investment objectives/risk tolerance or to adapt to a changing economic environment