Market Beating Investment Methodology
Our investment methodology rests on weighing up the risk and rewards inherent in the current share price of a listed company and based on that we build a diversified portfolio of shares with high expected returns and low correlations with each other. This methodology is what allows us to significantly outperform our investment benchmarks with substantially lower risk.
Before investing on your behalf we ascertain your needs such as your time horizon, age, risk profile, tax profile and so on - and because we see managing your portfolio as a part of a holistic financial plan, our aim is to provide independent financial advice on long-term financial planning in order to meet your needs. Once we determine what type of portfolio is optimal for you, we then set a benchmark against which our performance can be measured.
High Level of Transparency
You will be able to view your portfolio and trading history at any time via the internet. You will also receive monthly statements of your account and a quarterly performance statement detailing your performance against the relevant benchmark. An annual realised capital gains statement is sent to all clients to minimise the inconvenience of accounting for capital gains and we also provide you with a unique performance statement so you can see how your portfolio is performing relative to the overall market.