Investment philosophy
Our investment philosophy is focused on achieving long-term investment goals while assuming the least possible amount of risk.
Our investment philosophy is built on the following approach:
- Understanding our Clients’ risk profile, tolerance to losses, knowledge and experience is fundamentally important in ensuring that we are able to create and build a truly customized portfolio that is appropriate for a specific Client
- Following our principle of open architecture we always provide our Clients with the best possible investment solutions in the market by using either our own in-house solutions or external providers’ investment strategies
- We keep to disciplined “value investing” approach aiming to avoid emotionally driven investment decisions by performing deep and comprehensive analysis before investing in order to ensure sustainable long-term returns
- We combine top-down macroeconomic analysis – to evaluate across a wide range of asset classes – and rigorous bottom-up micro analysis to establish the most appropriate blend of investment vehicles within our preferred asset classes
- We only invest in assets which we understand and which we have a deep expertise in so we can anticipate how these assets should perform at different points in the market cycle
- Though we avoid excessive risks we are prepared to be contrarian to the momentary or short-term market trends in order to strictly follow our long–term investment strategy
- We invest across the globe and diversify our investments among all asset classes. This is essential in order to maximize returns while minimizing risks. Our diversification principle is at the same time based of not overriding the selection of good long-term and more concentrated investments versus poor or inefficient but much diversified investments
- We avoid fixating on market benchmarks in favor of absolute returns approach regardless of current market trends
- We constantly monitor our investments and analyze their effectiveness over time in order to ensure they deliver us the expected risk adjusted returns
