A look inside our investment philosophy
 

We know enduring wealth takes time and discipline to build. Our investment philosophy acts as a compass, guiding every decision to ensure we’re aligning to our clients’ long-term aspirations for their life and financial future.
 

The pillars we stand by

1. Strategic asset allocation

We believe asset allocation is the single most important driver of investment outcomes.

That’s why our process is anchored in rigorous research from our local and global network. We focus on understanding the intrinsic value of each asset class, so we make rational and informed long-term decisions.

Diversification is a powerful tool in our asset allocation process, helping to manage risk in line with each investor’s unique goals.

2. A long-term horizon 

In a world dominated by round-the-clock speculation and market noise, patience is a powerful advantage. Maintaining a long-term perspective enables us to invest with conviction, and avoid reactive decisions based on short-term sentiment.

We believe some of the most compelling investment opportunities reward patient capital. Think infrastructure, for example - exposure to these markets is not an overnight gain, rather, a way to add diversification and returns in the long run.

3. Foundations of strong governance 

We believe strong governance is not just an obligation, it’s a critical component of what adds value and protects our clients’ investments. For us, this means a profound sense of our duty and a commitment to do what is best for our clients.

This translates into clear investment objectives, transparent decision-making processes, and a robust approach to risk management, ensuring we are methodical and rigorous in our decision making.

4. Active management when it matters 

Our approach to active investment management is simple: we’ll use it when it has the potential to deliver superior results for our clients.

Active managers will hand pick investments to try and beat the market’s average performance. In highly efficient markets, passive investing – which is less hands on, and more cost efficient – can also deliver results.

In other words, we will use active managers when we have a high degree of certainty that they can add value, after fees.

5. ESG as a driver of risk and return 

We recognise that environmental, social and governance (ESG) factors can be an important consideration in contemporary risk management and may influence risk and return. For this reason, we seek to understand how investment managers approach ESG as a core part of our due diligence process.

Our commitment to you

Ultimately, this investment philosophy represents our commitment to our clients in action.