The investment process consists of six vital steps when constructing portfolios with a focus on high quality investments that will not suffer longer term damage in the current environment.
Create a mix of investments to reduce risk and allow you to invest in a highly volatile environment when asset prices are more attractive. With a focus on high-quality shares, you achieve the desired return without leaving you exposed to unacceptable losses.
Examine how different investments are driven by different events and understand the best ways to achieve the desired outcomes.
Understanding how your various investments respond to different circumstances to avoid placing too much reliance on a single asset.
Understand how exposed to risk your investments are and what can be done to minimise it.
We look for sound, long-term investments in companies with a stable track record and strong position in the industry they operate in, creating more opportunities for investment growth.
We manage most of the portfolio directly, we look for boutique operators who have a unique skill set.